Jeff Brooks

Director, Merrill Lynch

Mr. Brooks is Director of Private Planning Services for the Private Banking and Investment Group at Merrill Lynch. A graduate of the University of Missouri at Columbia, Mr. Brooks’ career includes eight years with the Wealth Management Consulting group at Bank of America and ten years as a partner with the firm of Nichols and Challis, a boutique trusts and estates lawfirm located in St. Louis, MO. Mr. Brooks is a member of the Missouri and Illinois Bar Associations and is a frequent speaker at continuing education seminars on wealth transfer topics. He is also a faculty member of the American Bankers Association Trust School at Northwestern University. Mr. Brooks holds a Bachelor of Journalism and a J.D. from the University of Missouri.