Her Story
About Brooke
Brooke Wooding, is a Financial Advisor with the Connelly and Correale Wealth Management Group at Wells Fargo Advisors, where she helps individuals and families take control of their financial futures through personalized planning and investment strategies. Her career in financial services began as a bank teller, and through determination, continuous learning, and a passion for helping others, she rapidly advanced to become a licensed banker and then a financial advisor. Holding an MBA from Liberty University along with FINRA Series 6, 7, 63, and 66 licenses, Brooke combines technical expertise with a client-centered approach focused on education, empowerment, and long-term financial success.
What initially attracted Brooke to financial advising was the opportunity to solve unique and complex challenges. Unlike traditional banking, where interactions can often be transactional, she thrives on helping clients navigate major life events, from welcoming a new child and funding education to planning for retirement and preserving wealth across generations. Throughout her career, she has successfully navigated a traditionally male-dominated industry, overcoming obstacles with confidence, professionalism, and integrity. Today, she is passionate about encouraging more women to become active participants in financial planning and empowering families to make informed financial decisions together.
Beyond her professional work, Brooke is deeply committed to serving her community through financial education initiatives and supporting organizations that assist domestic abuse survivors, first responders, law enforcement professionals, and local community programs. A devoted wife and mother, she enjoys spending time outdoors with her family and maintaining an active lifestyle as a dedicated fitness enthusiast. Guided by values of integrity, lifelong learning, and service, Brooke continues to help clients build confidence in their financial futures while inspiring the next generation of women entering the financial services industry.
Her Interview
Ten minutes with Brooke
01What do you attribute your success to?
My need for success and my inability to stay stagnant. So early in my career, I mean I started off in the financial industry as a bank teller. And within 3 years, I was a licensed banker, and a year after that, I was a financial advisor. So I moved very quickly through the financial industry because I was bored, and it just wasn't enough. And I needed something that was more involved and in-depth that could keep me entertained. And I finally have found that in being a financial advisor, because everybody's situation is different, so you're not handed the same exact copy and paste problem like you are sometimes in the banking industry. And every day is different, depending on who I talk to, what their needs are, whether or not a client is having a kid or they're preparing for a child's wedding.
02What’s the best career advice you’ve ever received?
Do not limit yourself and continue to strive for more.
03What advice would you give to young women entering your industry?
Don't stop and do not give up your seat at the table.
04What are the biggest challenges or opportunities in your field right now?
One of the biggest challenges is being a female in this industry under the age of 40. When I first started as a financial advisor, switching over from the banking side, I was in a downtown office and was going around introducing myself to my peers. And I was told multiple times, oh, do you have any education? And when I went over my education, oh, so you are educated, or being asked to make coffee as the only female in the office. I took that and I stopped drinking coffee and said, oh, I don't drink coffee, I'm not making it. But making sure that, as a female, I'm not standing to the side and letting my male counterparts take the lead on things, and making sure to put myself out there as, you know, the industry right now, 80% of financial advisors are males, and of that, like 50% are above the age of 60. So there is a big change in the industry right now. And with that change, there's a need for the next generation. And that next generation is still made up of mostly men. And as we're finding, there are a lot of the boomer generation that are widows, and they don't want to work with their male or their previous husband's male financial advisor, because they were never involved in the financial conversation. So being able to work with clients and try to get their spouses involved as much as possible and finding women who want a woman advisor. It's very difficult to succeed in this industry when it, I mean, back in the 90s all you had to do was buy and sell and cold call. That's not the case anymore. People want planning, they want to know where they are, where they're going to be, and what they have to do to get there. So it's challenging every day, but as long as you're maintaining that integrity and maintaining all of your continuing education and staying up to date on all the current market trends, you will succeed.
05What values are most important to you in your work and personal life?
Integrity is number one, making sure that I am always doing what's right for my clients. Same thing in life, just making sure that I'm trucking along and doing what's best for me, for my family, and for my children.
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