Clint Brookshire Takes a Leadership Role at Avantax
Long-time home office leader known for his advisor advocacy, Brookshire's selection highlights Cetera's commitment to growth and consistent leadership of Avantax's unique advisor community
Avantax, a community of tax-focused financial professionals within Cetera, has announced the promotion of longtime home office leader Clint Brookshire to Community Leader of Avantax. This change illustrates the commitment to fostering a strong leadership presence within Avantax, alongside Cetera Financial Specialists, which together form the Tax & Accounting channel of Cetera.
Brookshire's Journey with Avantax
Clint Brookshire is a well-known and esteemed figure in the Avantax community. His journey began over 20 years ago, through a predecessor company of Avantax, and has consistently featured advisor-facing roles. His most recent position was as Head of Elite Consulting and Community Development, where he managed Avantax business strategists collaborating with the highest-producing firms.
Endorsements of Brookshire's Leadership
Andy Watts, Avantax President and Cetera Tax & Accounting Channel Leader, praised Brookshire’s leadership skills. “Clint is a respected leader and one of Avantax's most devoted advisor advocates. He works tirelessly to maintain and strengthen the unique sense of community among our advisors,” stated Watts. According to him, Brookshire's deep understanding of the Tax & Accounting channel and how it integrates with Cetera's other channels has played a significant role in his promotion.
Watts emphasized that Brookshire's ability to assist advisors in navigating various business and market conditions has been crucial. The combination of these skills and Brookshire’s committed approach to the advisor community substantially influenced his promotion to Community Leader.
The Avantax Community Approach
In wealth management, change is a constant, and Brookshire understands this well. He noted, “Our community of resilient advisors has repeatedly shown they can weather any storm by relying on one another supported by the home office.” Watts explained that Brookshire was the clear choice for this leadership role due to his strategic insight and growth-oriented mindset. Advisors within Avantax know and trust him, highlighting the importance of having a leader who nurtures community bonds.
Brookshire explains that the success of the Avantax Community stems from building relationships. “Advisors and home office staff lead with their relationships, layering in technology, best practices, and other services to help advisory firms flourish,” Brookshire said.
A Vision for the Future of Avantax
“Avantax revolves around relationships, driving our mission forward. In this community, our advisors are not merely competing; they are collaborating to create an extraordinary support system. This camaraderie is what makes our community feel like a family,” Brookshire later added. He also expressed enthusiasm about leveraging Cetera's resources to enhance Avantax advisors’ businesses, thereby improving services to their clients.
Further Information on Avantax
Avantax is committed to delivering tax-intelligent wealth management solutions for financial professionals, tax professionals, and CPA firms. This unique community aids in minimizing clients' tax burdens through comprehensive financial planning. Avantax operates under two main models: the independent Financial Professional model and the employee-based model, ensuring flexibility and support tailored to different needs.
The independent model, referred to as Avantax Wealth Management, collaborates with a nationwide network of financial professionals, supporting their services through Avantax Investment Services, Inc. Meanwhile, the employee-based model, Avantax Planning Partners, partners with CPA firms to provide holistic financial planning for both consumer and small-business clients.
Frequently Asked Questions
Who is Clint Brookshire?
Clint Brookshire is the newly appointed Community Leader at Avantax, known for his long-standing commitment to advisor advocacy.
What is Avantax?
Avantax is a community within Cetera that focuses on delivering tax-intelligent wealth management solutions for financial professionals.
What are the main models of Avantax's business?
Avantax operates under two models: the independent Financial Professional model and the employee-based model, catering to diverse advisory needs.
Who praised Clint Brookshire’s leadership?
Andy Watts, the President of Avantax and Cetera's Tax & Accounting Channel Leader, lauded Brookshire's leadership and advocacy for advisors.
What is the focus of the Avantax Community?
The Avantax Community centers around relationship-building and collaboration among advisors, enhancing services and firm growth.
