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About Us

Brooke Boone, CFP®, MACC

Wealth Management Associate Advisor


Brooke Boone joined the Weatherly team in 2016 as a Wealth Management Associate to provide high quality service to the Firm’s clients. Her main focus areas at the firm include client onboarding, reporting, account maintenance, and charitable related business. Brooke’s experience as an auditor will further the efficiency of Weatherly’s wealth management team as she oversees and enhances internal processes and works with clients in both the private and public business space.

Prior to joining Weatherly, Brooke worked as a Senior Audit Associate at Grant Thornton, LLP (GT). During her four year tenure at GT, Brooke performed audits and reviews of dynamic public, private, and not-for-profit companies in industries including life sciences, biotechnology, aerospace, manufacturing, and education. She prepared financial statements, established and maintained professional relationships with clients, and was co-chair of University of San Diego Recruiting to attract new talent to the firm. She trained and supervised associate and intern workload in her department, and represented Grant Thornton as an Athena Auction Committee Member ||| at the Athena Pinnacle Gala.

Brooke graduated summa cum laude from the University of San Diego with her B.S. in Accountancy in May 2014. She completed her Masters of Science in Accountancy (MACC) F at USD in August 2014. While at USD, Brooke was involved in many on-campus organizations, including USD’s Accounting Society, Preceptorial Assistant program {{, and Gamma Phi Beta Sorority. Brooke was Gamma Phi Beta’s Health and Wellness Chair, Philanthropy Chair, and Safety Chair.

Education:

University of San Diego, MACCA (M.S. in Accountancy), California
University of San Diego, B.S. (Accountancy), California

Certifications:

License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A


For more information about educational requirements, professional certifications, and professional designations, click here.

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