Profile

Mr. Alan Brookshire

Robert W. Baird

Contact Details

Robert W. Baird
Hendersonvlle, NC 28792-6567
United States

Bio

Alan Brookshire is a Senior Vice President and Wealth Advisor
and has earned the Accredited Investment Fiduciary (AIF®)
designation. Alan helps his clients grow, protect, and transition
their wealth by leveraging cutting-edge technology and
financial planning resources in conjunction with small town
values such as honesty, clarity, and compassion. Alan values
the deep relationships he forges with clients and he values the
opportunity to be of service to you in the transitional periods
of your life. Whether you’re preparing for retirement, selling
a business, or experiencing the certainty of life’s transitions,
Alan and the team stand ready to be your advocate.
Alan is licensed in 25 states and has worked with Merrill Lynch,
UBS, and Oppenheimer & Co. Before that, he worked for the Vice
Chancellor for Institutional Advancement as North Carolina
State University’s Director of Accounting. He graduated from
North Carolina State University with his B.A. in Accounting
and was awarded the Accredited Investment Fiduciary® (AIF®)
designation by the Center for Fiduciary Studies. He serves
the community by volunteering and serving many causes
including the American Red Cross Heroes, Meals on Wheels,
and Asheville Youth Cycling. Alan works alongside his wife Lisa
on their family farm in Hendersonville, NC, where they are active
in their local church. When not in the office, Alan will be found
outdoors where he spends much of his spare time cycling,
hunting, fishing, and coaching his four very active children in all
their sporting activities.