Brooke McCaffrey

Client Service Associate

As part of the wealth management team, Brooke is responsible for onboarding new clients, facilitating new account openings, and interfacing with new and existing clients. Brooke previously worked for four years at Freshends, where she served as Financial Reporting Manager.

Brooke received her BS in Finance from Charleston Southern University. She competed as a Division I scholarship starter for the women’s tennis team, where she won conference player of the year for the Big South.