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    Brooks McGee

    Managing Partner at Icon Wealth Partners

    Brooks McGee is a Managing Partner at Icon Wealth Partners, a wealth advisory firm based in Houston, Texas. He joined Icon Wealth Partners in June 2020, bringing with him extensive experience in wealth management and financial services.13

    Professional Background

    • Icon Wealth Partners: Since June 2020, Brooks has been serving as a Managing Partner at Icon Wealth Partners, where he is also a member of the firm's Investment Committee.23
    • Avalon Advisors: Prior to joining Icon, he was a Managing Director and Client Advisor at Avalon Advisors from July 2012 to June 2020.13
    • Private Family Office: Brooks managed a family office for a prominent Houston family for over 12 years, from February 2000 to July 2012.23
    • Amegy Bank: He worked for 20 years in commercial banking, primarily as a Senior Vice President at Southwest Bank of Texas (now Amegy Bank), from September 1987 to February 2000.3

    Education

    Brooks McGee earned a Bachelor of Business Administration degree in Accounting from Baylor University in 1979.3

    Expertise

    With over four decades of industry experience, Brooks focuses on managing the complex financial needs of high-net-worth individuals and families. His career spans various sectors including accounting, banking, family office management, and wealth management.2

    Highlights

    Jun 18 · dnb.com
    Brooks McGee | ICON WEALTH PARTNERS LLC | Managing Partner
    Jan 1 · iconwp.com
    Our Team - ICON Wealth Partners
    Our Team - ICON Wealth Partners
    Jan 1 · iconwp.com
    ICON Wealth Partners | Home
    Jan 20 · businesswire.com
    Icon Wealth Partners Continues Rapid Growth in Houston
    Jan 1 · rocketreach.co
    Icon Wealth Partners Management Team | Org Chart - RocketReach

    Related Questions

    What are Brooks McGee's key achievements at Icon Wealth Partners?
    How did Brooks McGee transition from Avalon Advisors to Icon Wealth Partners?
    What specific services does Brooks McGee offer to high net worth individuals?
    How has Brooks McGee's experience in accounting and banking influenced his approach to wealth management?
    What are some notable projects or cases Brooks McGee has worked on at Icon Wealth Partners?
    Brooks McGee
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    Location

    Houston, Texas, United States