Brooks McGee

Brooks McGee is currently Managing Partner at Icon Wealth Partners, based in Houston, Texas, where he also serves on the firm’s Investment Committee. His key responsibilities include overseeing wealth management strategies and guiding complex financial planning for high-net-worth individuals and families, especially those navigating life transitions such as business sales, generational wealth transfers, and retirement.

McGee specializes in advising clients on multi-asset investment portfolios, with a particular focus on taxable fixed income, global equities, and alternative investments. He is recognized for his expertise in working with family offices and foundations, offering tailored solutions that leverage top-tier asset managers and institutional research resources.

Prior to joining Icon Wealth Partners in 2020, McGee was a Managing Director at Avalon Advisors, LLC, and previously managed a private family office for over a decade. He holds a Bachelor of Business Administration in Accounting from Baylor University and brings over forty years of experience spanning accounting, banking, and wealth management. McGee’s significant contributions include building deep client relationships and advancing superior client-service standards within the region’s investment industry.