American Wealth Management
47yrs
Top advisor by experience in Alpharetta
9yrs
Patrick Volpe
Financial advisor at Brooke Forest Capital
Based in Alpharetta, Georgia, Patrick Volpe is a fiduciary financial advisor with 9 years of industry experience. Patrick joined Brooke Forest Capital in 2024, after two years at Latitude Advisors and two years at MML Investors Services. Brooke Forest Capital offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office11175 Cicero Dr Suite 100, Alpharetta, GA 30022
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$901,809
States licensed ?2 states
Services through Brooke Forest Capital
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowBrooke Forest Capital LLCCurrent firm
- 2021 – 2024Latitude Advisors, LLCPreviously
- Jan 2020 – Dec 2021MML Investors Services, LLCPreviously
- 2017 – 2019Edward JonesPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Brooke Forest Capital at 678-646-6730 and ask for Patrick Volpe. Patrick works from the Alpharetta, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Brooke Forest Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Alpharetta
Merrill
47yrs
Top 1% by experience in Alpharetta
Raymond James Financial Services Advisors
46yrs
Top 1% by experience in Alpharetta
Merrill
45yrs
Top 1% by experience in Alpharetta
Raymond James & Associates
45yrs
Top 1% by experience nationwide