Best-in-State · rank 60 · Montgomery, Alabama · listed firm: Merrill Wealth Management
Logo asset (hotlink-protected, view at source): https://advisor.ml.com/sites/al/montgomery-al/chamblissbrooks/logo.png
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Firm: Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (high)
- “Bank of America Merrill Lynch” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management operates as part of Bank of America Merrill Lynch wirehouse” — firm_official
- Team name — Chambliss, Brooks, & Associates (high)
- “Chambliss, Brooks, & Associates” — firm_official
- Team size — 4 (high)
- “David Brooks (Senior Vice President, Senior Financial Advisor), Grant Chambliss (Vice President, Senior Financial Advisor), Donna Leach (Wealth Management Client Associate), Allison Mulgrew (Wealth Strategies Advisor)” — firm_official
- CRD — 5600178 (high)
- “CRD Number: 5600178” — sec_finra_regulatory
- Years experience — 17 (high)
- “17 years in finance industry; at Merrill since 2012” — firm_official
- Designations — CPWA, CPA, other:Certified Plan Fiduciary Advisor (CPFA®), other:Personal Investment Advisor (PIA), other:Retirement Accredited Financial Advisor (RAFA) (high)
- “CPFA® (Certified Plan Fiduciary Advisor), PIA (Personal Investment Advisor), RAFA (Retirement Accredited Financial Advisor), Series 63, Series 65” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 479 (high)
- “Team Assets (Custodied): $479M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 3 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — Affluent families and business owners, high-net-worth and ultra-high-net-worth individuals (high)
- “Niche: Affluent families and business owners, high-net-worth and ultra-high-net-worth individuals” — firm_official
- Custodians — not_applicable (high)
- “Merrill Wealth Management operates as a wirehouse with internal custodial infrastructure” — firm_official
- Fee model — aum_fee (high)
- “AUM-based fees with scale down for larger accounts, up to 2.2% for accounts under $5M” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/al/montgomery-al/chamblissbrooks (high)
- “Team website URL: https://advisor.ml.com/sites/al/montgomery-al/chamblissbrooks” — firm_official
- Value proposition (verbatim) — Understanding your life priorities is an important part of the relationship (high)
- “Understanding your life priorities is an important part of the relationship” — firm_official
- Differentiators — Personalized planning aligned to individual life goals, Integrated access to Merrill investment research and Bank of America Global Research, Combined wealth management with Bank of America credit, lending, mortgage, and trust services, Single point of contact with specialized teams access, Comprehensive approach spanning wealth accumulation, preservation, and legacy planning (high)
- “Personalized planning aligned to individual life goals; Integrated access to Merrill's investment research and BofA Global Research; Combined wealth management with Bank of America credit, lending, mortgage, and trust se” — firm_official
- Content marketing — occasional (medium)
- “Team publishes occasional insights and market commentary on team website” — firm_official
- Has podcast — no (high)
- “No hosted podcast found for David Brooks or Chambliss, Brooks & Associates team” — general_press
- Books published — 0 (high)
- “No published books authored by David Brooks found in standard publishing databases” — general_press
- Linkedin url — https://www.linkedin.com/in/david-brooks-a478b316/ (high)
- Social presence — linkedin_active (high)
- “Active LinkedIn profile with 330+ connections” — social_or_third_party_db
- Press awards — Forbes Top Wealth Advisors 2026 (rank 60), Forbes Best-in-State Wealth Advisors (multiple years: 2022, 2023, 2024, 2025, 2026), Forbes Top Next-Generation Wealth Advisors Best-in-State (2019, 2022, 2023, 2024) (high)
- “Ranked #60 on Forbes 2026 Best-In-State Wealth Advisors list with 13 total appearances across multiple years and additional Forbes Top Next-Generation recognition” — forbes_shook
Visual brand
- Has distinct logo — yes (high)
- “Chambliss, Brooks & Associates maintains a distinct team logo separate from Merrill corporate branding” — firm_official
- Logo url — https://advisor.ml.com/sites/al/montgomery-al/chamblissbrooks/logo.png (high)
- “Team logo asset URL observed in page markup” — firm_official
- Visual brand notes — Chambliss, Brooks & Associates uses Merrill blue and white corporate palette with professional serif typography; clean institutional aesthetic emphasizing trust and stability; imagery focuses on team photos and client relationship scenes (high)
- “Visual identity follows professional wealth management aesthetic with Merrill corporate blue/white palette, serif typography, and relationship-focused imagery” — firm_official