Brooke Boone Kelly joined the Weatherly team in 2016 to provide high quality service to the Firm’s clients and became a Partner in 2023. She works closely with existing clients and new client business to understand their financial goals and implement strategic planning and investments to achieve their needs. She is also a member of the firm’s investment committee and trading team to help raise for client cash flow needs. Brooke leads our charitable related business and assists clients with estate administration processes.
Prior to joining Weatherly, Brooke worked as a Senior Audit Associate at Grant Thornton, LLP (GT). During her four year tenure at GT, Brooke performed audits and reviews of dynamic public, private, and not-for-profit companies in industries including life sciences, biotechnology, aerospace, manufacturing, and education. She prepared financial statements, established and maintained professional relationships with clients, and was co-chair of University of San Diego Recruiting to attract new talent to the firm. She trained and supervised associate and intern workload in her department, and represented Grant Thornton as an Athena Auction Committee Member ||| at the Athena Pinnacle Gala.
Brooke graduated summa cum laude from the University of San Diego with her B.S. in Accountancy in May 2014. She completed her Masters of Science in Accountancy (MACC) F at USD in August 2014. While at USD, Brooke was involved in many on-campus organizations, including USD’s Accounting Society, Preceptorial Assistant program {{, and Gamma Phi Beta Sorority. Brooke was Gamma Phi Beta’s Health and Wellness Chair, Philanthropy Chair, and Safety Chair. Brooke joined the Vistage Emerging Leaders Program!!! in 2022 to enhance her leadership skills at the firm. In her free time, she enjoys spending time with her family and friends, spinning, specifically on her peloton, hiking and traveling.
Education:
University of San Diego, MACCA (M.S. in Accountancy), California
University of San Diego, B.S. (Accountancy), California
Certifications:
License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A
Active Memberships:
Financial Planning Association (FPA)+
The North County Estate Planning Councilww
Del Mar Women’s Giving Collective ccc
Awards and Accomplishments:
San Diego Business Journal Women of the Year (F/K/A Women Who Mean Business) Finalist
“Woman of the Year” for the San Diego Magazine Finalist
Year(s): 2021
San Diego Business Journal’s 40 Business Leaders under 40
Year(s): 2023
Five-Star Best Personal Wealth Manager Award – Year(s): 2024
For more information about educational requirements, professional certifications, and professional designations, click here.
