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
DEBORAH L. WILLIAMS, CFP®
Ms. Williams has actively performed client portfolio management for over 20 years. Her experience has always been as an independent financial consultant, assisting individuals, businesses, retirement plans, as well as not-for-profit entities. She uses goal based strategies in financial planning and investment management. Ms. Williams is a member of the Financial Planning Association and Houston Estate and Financial Forum.
Ms. Williams holds a Bachelor’s degree in Public Administration and has completed her Master’s coursework in mathematics. She is an outdoor enthusiast, an aspiring artist, and a marathon finisher. Through LPL Financial Ms. Williams holds registrations including FINRA www.finra.org Series 7, 63, and Life insurance. She has also earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™.
Direct Line 281.769.5769
Email Deborah Williams
JOHN DUNEGAN, CFP®
John partners with clients to build for their future with an emphasis on holistic financial planning and investment advisory work. Prior to joining Brookwood Advisors, John worked in the financial services and management consultancy industries.
Direct Line 281.769.5770
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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
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