Phoenix, AZ Office

Tracy Cobb is a Series 65-licensed financial advisor at Brookwood Investment Group with 10 years of industry experience. Prior to joining Brookwood in 2023, Cobb worked at Belpointe Asset Management for eight years and has operated a CPA firm since 1999. She owns and manages Cobb CPA, a tax and accounting practice based in Tempe, AZ. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies tailored to client needs.

Robert Raimondo is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Brookwood since 2022 and previously spent over a decade with Belpointe Asset Management and related entities. Raimondo is also the owner of Belpointe Insurance LLC, where he manages and sells fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains a network of affiliated businesses and platform relationships.

Zachary Jones is a CFP® and ChFC® with 10 years of experience in financial advising. He is currently with Brookwood Investment Group and also associated with Dovetail Capital Management and Brookwood Insurance Group. Prior to these roles, he worked at Northwestern Mutual in various capacities from 2015 to 2023. He holds a license as an insurance producer and is involved with Brookwood Insurance Group, focusing on life, health, annuity, and disability income insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a range of tailored investment strategies and affiliated businesses supporting a comprehensive advisory model.

Richard Rogers is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Belpointe Asset Management and Wells Fargo Advisors. He is also involved with Brookwood Insurance Group, where he works as an insurance producer. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

Vincent Yackanin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brookwood Investment Group in Phoenix, AZ. His prior roles include positions at Northwestern Mutual Wealth Management Company and Dovetail Capital Management LLC. He is also a licensed insurance producer involved in the sale of non-variable life, health, annuity, and disability income insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies tailored to client needs.

Adam Klein is a financial advisor at Brookwood Investment Group with nine years of industry experience. He previously worked at Belpointe Asset Management for seven years and has a background in chiropractic services. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing a range of investment strategies and advisor-level fee arrangements.