Broker Check

Looking Glass Wealth Advisors - Blue Ridge Team

Alan Brookshire, AIF®

Director, Financial Advisor

(800) 522-4545

ABrookshire@rwbaird.com

Alan Brookshire is a Senior Vice President and Financial Advisor and has earned the Accredited Investment Fiduciary (AIF®) designation. Alan helps his clients grow, protect, and transition their wealth by leveraging cutting-edge technology and financial planning resources in conjunction with small town values such as honesty, clarity, and compassion. Alan values the deep relationships he forges with clients and he values the opportunity to be of service to you in the transitional periods of your life. Whether you’re preparing for retirement, selling
a business, or experiencing the certainty of life’s transitions, Alan and the team stand ready to be your advocate.

Alan has worked with Merrill Lynch, UBS, and Oppenheimer & Co. Before that, he worked for the Vice Chancellor for Institutional Advancement as North Carolina State University’s Director of Accounting. He graduated from North Carolina State University with his B.A. in Accounting and was awarded the Accredited Investment Fiduciary® (AIF®) designation by the Center for Fiduciary Studies. He serves the community by volunteering and serving many causes including the American Red Cross Heroes, Meals on Wheels, and Asheville Youth Cycling. Alan works alongside his wife Lisa on their family farm in Hendersonville, NC, where they are active in their local church. When not in the office, Alan will be found outdoors where he spends much of his spare time cycling, hunting, fishing, and coaching his four very active children in all their sporting activities.

James Chandley

Senior Vice President, Financial Advisor

(800) 522-4545

JChandley@rwbaird.com

James C. Chandley is a Senior Vice President and Financial Advisor that works with clients to help them protect and grow what is rightfully theirs with tactics that emphasize tax efficiency. With over 32 years’ experience with companies such as Merrill Lynch, UBS, and Oppenheimer & Co, Jim is a collaborator and will join forces with your tax and legal advisors to help orchestrate a wealth-building strategy that is tailored to your long-term goals.

Jim Chandley graduated from the University of Tennessee – Knoxville with a B.S. in Business Administration and was a branch manager for Georgia-Pacific before actualizing his vocation in financial services. Today, Jim lives in Fairview with his wife. He is a golfing, hunting, and fishing enthusiast and enjoys racing thoroughbred horses. But most of all, he is a gratified grandfather of his four grandchildren.

Julie Willard

Financial Advisor

(800) 522-4545

JWillard@rwbaird.com

Julie Willard is a Financial Advisor whose focus is the client’s voice. She makes sure that your vision remains the priority, collaborating and listening every step of the way. Julie helps orchestrate your financial advisor team by spearheading the financial planning process and working in conjunction with Alan to develop and implement investment strategies and solutions. Additionally Julie is charged with the teams business development, client communications, and marketing. Julie believes client education and advocacy is vital throughout the journey.

Julie has 18 years of experience in the wealth management industry. She began her career at First Union and worked at UBS, and Oppenheimer & Co before transitioning to Baird. Prior to being an advisor, Julie was a Director of Sales and Marketing in Telluride, Colorado. She graduated from Appalachian State University with a Bachelors of Science in Communication. Active in the community, Julie invests time volunteering and serving on boards such as NC Stage Company, the PTO Board of Claxton Elementary School, and the Asheville Affiliates- when she's not spending time with her three amazing children. Together they adventure in Asheville’s beautiful community as outdoor enthusiasts who enjoy skiing, camping, hiking, and kayaking ….to name a few!

Phyllis Jamison

Client Assistant

(828) 252-8900

PJamison@rwbaird.com

Phyllis Jamison is a Client Service Associate who makes it her mission to see that all of our clients feel right at home. She also assists with administrative operations and scheduling, and overall ensures that the team is running as smoothly as possible. Phyllis became a Registered Financial Associate and worked at Merrill Lynch, and A.G. Edwards, prior to which she was a wire operator at Robinson-Humphrey. A devoted mother of two and grandmother of four, Phyllis is a firmly-rooted North Carolinian. When she is not helping you, she is enjoying this beautiful state and her family by hiking, camping, and going to the beach.