Our Story
Southern Tier Wealth Management was founded in 2024 by Brooks Lindblad. STWM exists to help individuals examine how their investment portfolios fit into the bigger picture of their full retirement plan. We do this by addressing an individual’s risk tolerance and retirement income goals. Schedule a consultation to review your current portfolio.
Brooks Lindblad
President | Founder of Southern Tier Wealth Management | Investment Advisor Representative, Gradient Advisors, LLC
Brooks Lindblad is a fiduciary financial advisor specializing in retirement income planning. Holding his Series 65 license, he serves as an Investment Advisor Representative with Gradient Advisors, LLC. Since 2014, Brooks has helped individuals and families navigate one of life’s most important transitions: preparing for and navigating retirement. As the founder of Southern Tier Wealth Management, Brooks partners with clients to build personally tailored financial plans that coordinate investments, Social Security, taxes, and legacy goals. His mission is to provide clarity, confidence, and peace of mind for those preparing for or already in retirement. Outside the office, Brooks enjoys spending time with his wife and four children and can often be found coaching youth sports or enjoying family adventures.
Connor Woodlief
Junior Advisor
Connor joined Southern Tier as an intern in the summer of 2025 and officially became part of the team in October. A Greenville, NC native, he will be graduating from East Carolina University in December with a degree in Finance. Connor achieved his Series 65 designation in April of 2026. He joined Southern Tier Wealth Manager as a Junior Advisor where he serves as the client relationship coordinator for the office.
Outside of work, Connor enjoys playing golf and spending time with his fiancée, Ceci.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
KEITH GANGL,
CFA®
Senior Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD,
CFA®
Senior Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.