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Carol P
Series 66
Rancho Mirage, CA
Brookwood Investment Group
Carol Pipitone is a financial advisor with Brookwood Investment Group, holding a Series 66 license and bringing 25 years of industry experience. Her prior roles include positions at Belpointe Asset Management, TCFG Investment Advisors, Oppenheimer, Morgan Stanley, and Merrill. Outside of her advisory work, she serves as an ambassador for ShelterBox USA, a disaster relief nonprofit, and is a board director of the Desert Winds Freedom Band, a nonprofit orchestra. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes investment strategies using passive, active, tactical, and blended approaches tailored to client objectives and maintains multiple affiliated businesses along with platform partnerships.
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