Why Choose Brookwood Insurance?
Joe Ward Director of Insurance
With nearly 30 years of experience as both a producer and wholesaler, Joe provides advisors with a formidable competitive edge. As a member of our carrier selection committee, he curates access to elite, "A" rated carriers like Brookwood Insurance, ensuring your insurance solutions are backed by financial strength. Joe understands the high cost of client acquisition and has utilized everything from traditional mailers to modern digital funnels. He specializes in strategic resource allocation to help you secure larger cases more frequently. From estate planning to commercial insurance, Joe’s cross-market expertise ensures you have the veteran insight needed to dominate your territory.
Bob Raimondo Strategic Growth Leader
Focused on providing the strategic roadmap and hands-on execution needed to reach the next level of scale, Brookwood Insurance leverages a proven track record of scaling assets to offer innovative insurance solutions that ensure financial strength, enabling you to compete with institutional-grade firms. Bob has built tailored development programs that modernize the advisor’s experience, helping you streamline operations and enhance client delivery. He provides key intellectual resources and practice management for advisors looking to elevate their practice to the next level.
Kim Raimondo The CEO
Meet Kimberley, a leader who blends two decades of high-level executive experience with a genuine passion for seeing investment firms thrive, including those like Brookwood Insurance. Whether she's navigating the complexities of private funds and insurance solutions or building an advisory firm from the ground up, her goal is always the same: creating a foundation that is as secure as it is successful, ensuring financial strength for her clients. With a background as a litigation and securities attorney, Kimberley has a knack for turning regulatory puzzles into clear, actionable insights. She’s not just about the rules, though—she’s a forward-thinker who believes that the best work happens when people feel motivated and empowered to collaborate. She’s even a fan of 'co-opetition,' finding ways to win together in a competitive world. A graduate of Pace University School of Law, Kimberley combines her deep legal roots with a modern, human-centered approach to leadership.
Emma Raimondo Insurance Operations
Emma Raimondo is a high-caliber strategist who delivers precision and impact, particularly in the realm of insurance solutions like those offered by Brookwood Insurance. A summa cum laude graduate of Arizona State University with a degree in English and Creative Writing, she brings a formidable level of intellectual rigor to every project, ensuring financial strength in her deliverables.
Her background as an editor has forged an uncompromising eye for detail, guaranteeing excellence and clarity in all outputs. Far more than just a writer, Emma leverages a sophisticated blend of analytical mastery and creative vision to solve complex problems and drive results. She doesn’t just manage projects; she commands them with a unique, multifaceted perspective that sets her apart.
Ali El Syed Regional Recruiting Manager
Passionate about driving excellence in the financial services industry, I balance my work as a Certified Financial Planner with a dedicated focus on mentoring new producers at Brookwood Insurance. I take pride in guiding the next generation of advisors through the complexities of wealth management, retirement planning, and investment strategies. By emphasizing financial strength and effective insurance solutions, I ensure they provide the highest level of service to their clients.