Creative Planning
Ivy Brooks is a finance professional currently serving as a Paraplanner at Creative Planning since April 2024. Prior to this role, Ivy held positions at Synovus, including Commercial Credit Analyst II and Accelerated Banker Associate, from July 2022 to April 2024. Ivy holds an MBA with a specialization in Finance from Mercer University, completed between 2021 and 2022, and a BBA in Finance from The University of Georgia, obtained from 2017 to 2021.
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Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.