GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
RESOURCE & SOLUTION LABS
Steve Brooks
Director, Advanced Planning
Expanding Philanthropy through Illiquid Gifts
Steve Brooks serves as the Director, Advanced Planning at American Endowment Foundation (AEF).
Steve works closely with wealth, tax, and legal advisors to develop and maintain foundational structure in their client's philanthropic planning efforts.
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ABOUT STEVE
Steve Brooks serves as the Director, Advanced Planning at American Endowment Foundation (AEF).
Steve works closely with wealth, tax, and legal advisors to develop and maintain foundational structure in their client's philanthropic planning efforts.
Before joining AEF, Steve spent over 15 years at Fidelity Investments as a Senior Vice President and held roles at Fidelity Charitable in planning and management. His career began at Merrill Lynch, where he advanced to Senior Vice President for Merrill Lynch Investment Managers during a decade-long tenure.
Steve holds a Bachelor of Science in Advertising from the University of Florida and an MBA from Colorado State University. At AEF, he supports the mission of providing flexible donor advised fund solutions, empowering wealth advisors to align charitable giving with their clients' financial goals.