Associate Financial Planner
Brooke Cantrell is the newest member of Windsor Wealth Planners & Strategists as an Associate Financial Planner. Brooke joined Windsor Wealth for an internship in 2018 and is happy to be back. She has a passion for serving others and strives to make a difference in our client’s lives.
As a Candidate for CFP®, Brooke will be implementing the Windsor Wealth Financial Planning process by making it a priority to understand our clients’ financial puzzle. She will help clients identify and prioritize their goals and concerns in an effort to maximize their investments and savings to help them fulfill their financial goals.
Brooke was born and raised in Habersham County along with her twin brother, Dylan and younger brother, Jonah. She received her Associates degree in Business Administration from the University of North Georgia before transferring to the University of Georgia in the Fall of 2018. She graduated Cum Laude in May 2020 from the College of Family and Consumer Sciences with a degree in Financial Planning.
Brooke had many accomplishments at the University of Georgia. She was chosen by her professors as the Most Outstanding Financial Planning Student in the program for 2020. Brooke was also chosen to be a member of the AFCPE knowledge bowl team where she and her team of three competed against nine other colleges in financial counseling and proudly brought back first place for the University of Georgia.
She also spent her senior year serving clients through the Aspire Clinic at UGA. During this time, she met with clients on a weekly basis to advise them through financial difficulties and guide them in the direction of financial peace for the future.
Brooke also values community service and spent an entire spring break in Miami with a group of UGA students cleaning trash from the sea turtle nesting beaches in the Biscayne National Park. She also volunteered her time as a member of the Student Financial Planning Association where she attended meetings to learn from many different industry professionals. She is excited for this new chapter of her life and to get involved in the Gainesville community.
Outside of the office, Brooke enjoys spending time with her family and friends, reading, and watching Georgia football.
CFP® Candidates have completed the education and exam requirements of the CFP® Board. CFP® Candidates still need to complete either 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. Upon completion of the professional experience and ethical requirements, candidates can hold out the CFP® designation.
Raymond James is not affiliated with any of the organizations mentioned.