Broker Check
Greg Brooks

Greg Brooks

Registered Representative and Investment Adviser Representative

Greg began his financial services career in 1993 and founded Brooks Financial Services, LLC in 2000 in his hometown of Gardendale, AL.  He is a member of the Financial Services Institute and the Gardendale Chamber of Commerce.

He is part of Dave Ramsey’s SmartVestor Pro team in the Birmingham area and brings a refreshing, common-sense-approach to financial planning with a belief that everyone needs access to objective, professional guidance. A teacher at heart, Greg wants clients to understand why they are investing and encourage them to stay-the-course to pursue their long-term goals.

His desire to help people succeed was instilled by his parents - the late Jim Brooks, who was in the real estate business for 40 years and mom, Beverley, who owned an interior design studio for 25 years in Gardendale.

A former member of the University of Alabama Water Ski Team, Greg enjoys spending time at the lake, hunting, fishing, college football, cooking, and traveling with his wife, Cassie.


Education and Licensing

  • B.S. Commerce and Business Administration (University of Alabama, Tuscaloosa, AL)
  • Series 6, 63, and 65
  • Life, Health, and Variable Annuity License
  • Dave Ramsey SmartVestor Pro

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Financial Specialists LLC and Brrooks Financial Services LLC and is not sponsored or endorsed by Cetera Financial Specialists LLC nor Brooks Financial Services LLC.