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Stephen Brooks

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Stephen Brooks

Director of Advanced Planning | American Endowment Foundation

Fort Myers, Florida, United States

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Stephen Brooks

Summary

Stephen Brooks is an accomplished financial advisor with a robust background in philanthropy and non-profit management. Currently serving as the Director of Advanced Planning at the American Endowment Foundation, he leverages his extensive experience in financial advisory, investments, and grants to support charitable initiatives. With a career spanning over two decades, Stephen has held various leadership roles, including Vice President at Fidelity Charitable and Senior Vice President at Fidelity Investments. His commitment to advancing philanthropic efforts is evident through his strategic planning and business development skills. Stephen holds an MBA from Colorado State University and a Bachelor's degree in Advertising from the University of Florida. He is passionate about enhancing the impact of non-profits through effective financial strategies and community engagement. Beyond his professional endeavors, Stephen enjoys exploring innovative approaches to philanthropy and is dedicated to mentoring emerging leaders in the sector.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Non-Profit Experience

Corporate Experience

Stephen Brooks

Work Experience

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Director of Advanced Planning at

American Endowment Foundation

December 2023 - Present

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Vice President Of Business Development at

American Endowment Foundation

June 2021 - Present

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Sabbatical at

None

May 2020 - June 2021

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Vice President, Western Divisional Manager at

Fidelity Charitable Gift Fund

August 2011 - May 2020

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Senior Vice President at

Fidelity Investments

January 2006 - August 2011

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Regional Director at

BlackRock, Inc.

January 2002 - August 2006

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Vice President at

Wells Fargo & Company

January 2000 - January 2002

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Advisory Manager at

Arthur Andersen

January 1999 - January 2000

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Financial Consultant at

Merrill Lynch/Wfc/L. Inc.

January 1993 - January 1998

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Stephen Brooks

Education

University of Florida, Bs

January 1986 - January 1990

Frequently Asked Questions about Stephen Brooks

What company does Stephen Brooks work for?

Stephen Brooks is a Director of Advanced Planning at American Endowment Foundation, a company specializing in Functions related to depository banking.

Where Stephen Brooks graduated from?

Stephen Brooks holds a degree in Advertising from University of Florida.

Who is Stephen Brooks?

Stephen Brooks is an accomplished financial advisor with a robust background in philanthropy and non-profit management. Currently serving as the Director of Advanced Planning at the American Endowment Foundation, he leverages his extensive experience in financial advisory, investments, and grants to support charitable initiatives. With a career spanning over two decades, Stephen has held various leadership roles, including Vice President at Fidelity Charitable and Senior Vice President at Fidelity Investments. His commitment to advancing philanthropic efforts is evident through his strategic planning and business development skills. Stephen holds an MBA from Colorado State University and a Bachelor's degree in Advertising from the University of Florida. He is passionate about enhancing the impact of non-profits through effective financial strategies and community engagement. Beyond his professional endeavors, Stephen enjoys exploring innovative approaches to philanthropy and is dedicated to mentoring emerging leaders in the sector.

Stephen`s contact details

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