Brooke Bowen

Vice President, Wealth Management Consultant

Brooke joined MTC in February of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Northeast & Great Lakes region. Brooke is responsible for working with advisors to drive new business by leveraging our investment management & trust solutions as well as helping coach advisors through productive practice management.

Prior to joining MTC, Brooke was at Nuveen Investments. She was responsible for growing mutual fund, ETF, SMA, CEF, and Alternative business in the Greater Houston region. During her time at Nuveen, she took on multiple leadership roles. She was President of the Sales Council, worked with leadership to help train new hires, and helped organize best practice sharing across all hubs.

Throughout her career, Brooke has consistently been recognized for being an activity leader with a strong work ethic. She prides herself on white glove service for everyone she works with, regardless of account size. She has very strong investment and capital markets knowledge.

Brooke was born and raised in Houston, TX. She attended the University of Mississippi for her Bachelor of Business Administration (BBA). In December of 2023, Brooke completed her Master of Business Administration (MBA) from Boston University. In her career, she has held the FINRA series 7, 66, and SIE licenses.