Leah Anne Brooks | Episode 4 | The Weave of Wealth, Wisdom, and the Wonders of Life

02/06/24 • 32 min

As I sat across from Leah Anne Brooks, a sensation of awe struck me—not just because of her status as a senior partner at Gaddis Premier Wealth Advisors, but because of the intricate tapestry of her journey that she was about to unfold. Prepare to be captivated by Leah Anne's candid stories of navigating the complexities of a firm merger, her disciplined tennis background shaping her business mindset, and the peculiar yet intriguing intersection of wealth management with the world of pickleball.
This conversation isn't just about balance sheets and asset management; it's a heartfelt narrative where we explore the essence of personal evolution, discussing the profound impact of family dynamics, career pivots, and the relentless current of technological innovation that keeps us on our toes in the financial realm. It's the story of two professionals who found harmony in the confluence of personal passions and professional pursuits.
But it's also a dialogue that transcends the cut-and-dry aspects of finance, delving into the soulful connection between faith, business ethics, and the redemptive power of philanthropy. Leah Anne and I illuminate how hobbies like quilting weave through the fabric of our lives, strengthening bonds with clients and colleagues alike. So, join us for this inspiring episode where business acumen meets personal growth, and where the boardroom and quilt room can surprisingly share common ground.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place.

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Jordan Haddox | Episode 5 | The Blend of Gen Z Insight and Timeless Values in the Modern Workplace

Join the conversation as we have a great conversation with Jordan Haddox, the youngest member of our team. Witness how Jordan's stories from a tech-limited town shed light on the stereotypes and unexpected truths of his generation, and how this diversity shapes our collective perspective on work ethic and life's adventures.
Our dialogue deepens as I share the guiding forces behind my career in financial advising—where faith, business ethics, and a strong sense of stewardship intertwine. The importance of aligning with ethical investment strategies and the value of mentorship become apparent, illustrating that one's professional path can indeed reflect personal convictions. Through anecdotes about family life and the warmth of company fishing trips, we paint a picture of the meaningful connections that fuel our daily endeavors and long-term aspirations.
To wrap up, we consider the profound advice that might be imparted by our future selves. Embracing self-compassion and the wisdom gained through experience, we challenge the misconception that youth lacks depth or insight. Celebrate with us the unique contributions of every generation in the workplace, and discover why nurturing a rich and diverse team environment is key to our firm's ethos. Tune in and be inspired to balance ambition with a steady pace, and to craft a life that reflects both your immediate and lifelong dreams.

F3 Podcast - Faith, Family, and Finance - Leah Anne Brooks | Episode 4 | The Weave of Wealth, Wisdom, and the Wonders of Life

Transcript

Speaker 100:00:00.020

The most interesting one . Once was a girl , that , and then this was in the 80s , so it was like $25,000 , which would have been a lot of money in the 80s . And so and she was already over that balance in three months and so way before cell phones , so we had to send her a letter . She never contacted us . We finally just turned the card off . She quickly called us right