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Brooke Whitaker

Brooke Whitaker

Client Services Manager

Brooke Whitaker joined the Sims & Karr team January of 2020. She was born and raised in the upstate and graduated from Clemson University in 2019 with a Bachelor of Science degree. She majored in Financial Management with an emphasis on financial planning and a minor in accounting.

Brooke is new to the financial industry, and has a goal of becoming a financial advisor one day. As a Client Service Manager she assists with account openings, collecting client data, setting up online access, client meeting preparation and other administrative duties. Brooke enjoys her current position and building relationships with the clients.  She is eager to learn more about the financial industry as she makes a home at Sims & Karr.

In her free time, Brooke’s favorite thing to do is attend concerts. She also enjoys being outdoors and activities such as going to the beach or the mountains. She is also involved in her church, loves to paint, and has a huge sweet tooth (especially for anything chocolate).