Brooke Bobo

Financial Advisor

State(s) Licensed:   AR Insurance Lic. #18672386, FL, GA, LA, MS, TN, TX

Phone 901-570-2080

775 Ridge Lake Blvd Suite 175/185
Memphis, TN 38120

Brooke Bobo

State(s) Licensed:   AR Insurance Lic. #18672386, FL, GA, LA, MS, TN, TX

A goal without a plan is just a wish - allow me to help you plan!

Whether it's to protect your family or retiring on a beach, everyone has goals! Often reaching financial goals may seem frustrating and overwhelming. Driven by your life goals and values I help map out a plan to reach your financial goals while confronting and overcoming the frustration and confusion you may face from them. The right guidance can help you achieve your dreams! I bring a listening ear, knowledge, experience, and the drive to see you succeed.

I am so proud to work with women, families, individuals, small businesses, and nonprofits sow seeds for their financial futures.

My goal is to help offer clarity on where you are today and the confidence for where you’ll be tomorrow. Whatever stage of life, I’m here to nurture the roots you’re planting and help you plan for tomorrow and the years that come.

We can work together on:

  • Retirement Planning Accumulation and Income Distribution
  • Life Insurance
  • Investment Management
  • Business Solutions
  • Long-Term Care
  • Estate Planning Strategies
  • Charitable Giving

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Memphis Office



M – F: 9 a.m. – 5 p.m.