Verified recordFinancial Services

Brooke Napiwocki

Director, Senior Wealth Manager at Lido Advisors

Based in Milwaukee, United States

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Seniority

Director

Department

Finance & Accounting

Location

Milwaukee

Industry

Financial Services

Company size

439

Contact information

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Email

1 credit

b•••••••@lidoadvisors.com

Phone

5 credits

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Background

About Brooke Napiwocki

I pursued a career in financial planning because I wasn't able to find an advisor that would help me see my family's big financial picture and one that would help my husband and me navigate our future in a couple-friendly way. I was looking for advice and not a product. I partner with mid to late career professional women and their families to co-create their financial plan and invest their resources so they achieve financial and life goals. I love educating and motivating my clients to make good financial choices and decisions that truly respect their values.Professional Areas of Interest: couple-friendly planning, executive and senior leader compensation and benefits, education funding, post-divorce financial strategy, and values-based planning.

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