Founder
Ellevate Advisors
Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Coaching for advisors themselves. Throughout her career, she found advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve advisors exclusively. Ellevate Advisors was named the Best Exit Coaching Firm for Advisors in the USA by Wealth and Finance International in 2022 and 2023. Brooklyn travels across the nation as a speaker, sharing her passion for helping advisors themselves.
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Becoming Succession Ready: The Journey Before the Destination
Thursday, September 28, 2023
2:00 PM – 3:00 PM MST