WILLIAM J. SCHORP – ADVISOR
After completing his MBA in 2007 at The University of St. Thomas, William (Will) Schorp worked as a financial advisor for a Houston financial advisory firm for 7 years. In mid-2014, Will formed Brookwood Advisors. Will leads the research and trading responsibilities for all equity and fixed positions.
Direct Line 281.769.5768
Email William J. Schorp
JASON P. NESLONY – ADVISOR
Jason partners with clients by implementing a personalized asset allocation to navigate their financial vision.
Prior to joining Brookwood Advisors, Jason worked as a commodity futures and options trader for 15 years, managing risk for large multinational companies and hedge funds.
Jason earned his Bachelor of Business Administration in Finance from Texas A&M University where he was the Inspector General of the Corps of Cadets and a member of Parsons Mounted Cavalry. Through LPL Financial Jason holds FINRA www.finra.org Series 7 and 66 registrations.
Direct Line 281.719.1008
Email Jason Neslony
KASEY DAVIS – ADVISOR
Kasey joins Brookwood Advisors with over 30 years of experience helping clients navigate their financial goals through personalized planning and investment strategies.
She began her career in Maryland in 1992 and moved to Texas in 1998 to continue building her expertise in wealth management. Kasey holds Series 7, 63, 65, and 24 registrations through LPL Financial.
Direct Line 512-346-1223
Email Kasey Davis
WENDY COLEMAN – ADVISOR
Prior to joining Brookwood Advisors, Wendy was a managing partner in an advisory practice for 11 years, serving as Director of Client Services. Wendy plays a crucial role in cultivating exceptional client experiences. Her expertise in client relationship management is the bedrock of our personalized approach, ensuring every interaction is smooth, supportive, and focused on your financial well-being. Through LPL Financial Wendy holds her Series 7 and 66 registrations.
Direct Line 512-346-1223
Email Wendy Coleman
No strategy assures success or guarantees against loss. Investing involves risk including possible loss of principal.
Securities offered through LPL Financial, member FINRA / SIPC Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Brookwood Advisors are separate entities from LPL Financial The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, NC, WA, NY, TX, FL, MT, NV, OH, SC, and WI