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Ashleigh B

Series 63, Series 66

Columbia, SC

A. J. Brooker Financial Associates

Ashleigh Brooker is the sole advisor at A. J. Brooker Financial Associates in Columbia, SC, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has led her firm since 2011 and concurrently serves as a business consultant at the Small Business Development Center, assisting business owners with developing business plans. A. J. Brooker Financial Associates provides comprehensive financial planning and wealth management services primarily for individual clients, including those focused on philanthropy and charitable giving. The firm employs a conservative, buy-and-hold investment approach centered on mutual funds, index funds, and ETFs, delivering non-discretionary portfolio management supported by independent research and third-party platforms.

Charitable giving & philanthropy Wealth management General estate planning guidance Income planning Retirement income strategy Values-based investing
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