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Brooke S
Series 66
Ponte Vedra Beach, FL
Stanford Wealth Planning LLC
Brooke Stanford is a financial advisor at Stanford Wealth Planning LLC in Ponte Vedra Beach, FL, holding a Series 66 designation with seven years of industry experience. Prior to founding her independent firm in 2025, she worked at NewEdge Advisors, LLC, FORVIS Wealth Advisors LLC, Dixon Hughes Goodman Wealth Advisors LLC, and Merrill. Outside of her advisory role, she is owner and manager of BTS Brightwater LLC, a rental property business. Stanford Wealth Planning provides retirement plan consulting to employer plan sponsors as well as investment management and financial planning services for institutional and individual clients. The firm uses Modern Portfolio Theory to construct portfolios combining passive and active funds and offers ERISA fiduciary services alongside behavioral-finance programs and participant education.
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