Tony Westbrooks helps families and businesses make plans to protect their valuable assets. He works with clients on an array of sophisticated estate planning matters, advising individuals and families on protecting assets and prudently transferring wealth to younger generations and charities. He drafts and implements personalized estate plans including wills, trusts and powers of attorney as well as tax and charitable planning to meet individual needs.

Before joining the firm, Tony served as compliance counsel at a large financial services company, where he provided legal and compliance advice and guidance to business areas including high-net-worth client consultation. He also collaborated on developing solutions to improve client service. His experience working in a sophisticated financial services regulatory environment gives him deep knowledge of what comprises various estate planning instruments and the steps needed to most effectively set up and modify them.

Tony holds Series 7, 9, 10, 24, and 66 securities licenses. He also previously worked as an estate planning attorney at a St. Louis law firm.

Community/Civic Activities

• University City Police and Fire Pension Funds Board of Trustees
• Eagle Scout

Honors & Awards

• Diverse Business Leaders Award, St. Louis Business Journal, 2012