John Brooks

John is responsible for consulting with clients and ensuring the Envestnet platform is configured to meet their needs. He also helps onboard new clients.

John has been in the financial services industry for nearly 10 years. Previously he was at Sterne, Agee, & Leach, Inc. serving as an Investment Analyst in its Corporate RIA. His work centered on due diligence within the advisory product marketing group, working directly with financial advisors to leverage the company’s investment advisory and financial planning expertise and programming. After 18 months in this role, John shifted to a business consulting position and began working with hybrid RIAs and dually registered Broker Dealers using the Envestnet wealth management platform. His consulting contributions were focused on helping clients develop competency and efficiency using Envestnet advisory technology and workflows. John is a graduate of the University of Alabama.