Brook M. Stevens

  • CFP®

Focus: Insurance Strategies, Investment Strategies, LGBTQ, Risk Management Strategies

Languages: English


  • Over 6 years of experience in the Financial Services Industry

  • Primarily focuses on building strategies for military officers and

    their families as well as planning for the millennial generation

  • Previous partner at Millennial Capital Partners & Associate at

    Aligne Wealth after joining the industry at Northwestern Mutual in


  • Licensed to Sell Life, Accident, and Health insurance*

  • Series 6, 63and 65 Securities Registered

  • Holds a Masters in Finance specializing in Asset Management & Banking from ESADE Business & Law School

  • Enjoys marathon running and is an avid traveler

  • Resides in New York, NY with his Siberian Husky, Mowgli

See Brook’s Licenses and Disclosures

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Contact Brook

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BarnumFG - New York Park Ave

Satellite Office

200 Park Avenue 32nd floor
New York, NY 10166