John Brooks

John Brooks is a seasoned financial advisor currently with Baird, where since October 2019, the focus has been on understanding clients' known and unknown needs through engaging conversations. Prior to this role, John served as a wealth advisor at Hilliard Lyons from April 2016 to October 2019, emphasizing comprehensive financial planning that addresses life changes. Earlier experience includes working as a tax accountant at Caldwell & Company, providing tax preparation services, and as an audit senior at Deloitte, delivering audit and assurance services for various companies. John's career began with an internship at Blue & Co., LLC, where auditing experience was gained. Educational qualifications include a B.A. in Economics from The University of the South, a B.S. in Accounting from the University of Kentucky, and a certificate in Financial Planning and Services from the University of Georgia - Terry College of Business.