Dalton Brooks is a Florida native with a boundless curiosity. Born and raised in Bradenton, Fl, he enjoys staying active through fitness, experimenting in the kitchen, and pursuing lifelong learning – exploring topics like astronomy, geopolitics, and economics. A lifelong musician, Dalton finds creative fulfillment in composing orchestral pieces from time to time, keeping these works for personal enjoyment. His friendly nature and sharp sense of humor make him a natural connector, building relationships and sharing laughs wherever he goes.
Dalton earned his Bachelor of Science in Management from the University of South Florida in 2021 – Go Bulls! As an analyst, he specializes in portfolio trade execution and analytics, contributing valuable insights to inform investment decisions. Dalton is currently a Level II candidate in the CFA® Program, reflecting his commitment to pursuing professional excellence and adhering to the high standards set by the CFA Institute. He is also considering pursuing an MBA in the future to further develop his skills and better support clients in achieving their financial goals.
Guided by his motto, “Don’t Stagnate,” Dalton strives to grow personally and professionally every day. He chose his career to help individuals improve their financial literacy and make informed decisions to secure their futures. Long-term, Dalton dreams of operating his own winery as a post-retirement passion project – and maybe even earning a sommelier certification, palate permitting!