Verus Wealth Management, LLC has a truly unique method of engaging their clients. This is obvious from the moment you sit down with David or any member of his staff. In the first 10 minutes, they explain why you can’t do business with them on the first visit; in fact, they actually encourage you to interview other financial advisors before deciding to work with them. Verus has a policy to never do business on the first day that they meet a prospective new client. Verus comes from Latin, and its literal translation is genuine, true, proper and right.
David and his team at Verus Wealth Management do not earn any commissions on securities or offer any captive or proprietary products which they believe causes a conflict of interest. Instead, they act as a fee-based advisor, giving each client a contractual fiduciary agreement to act in their clients’ best interests. They also are able to utilize institutional investments as opposed to retail investments, which lower the overall cost of investing and has the potential to enhance returns.
David started his career in financial services almost 15 years ago. During that time, he has worked as a commodities trader, investment advisor, financial planner and a branch manager for one of the largest financial planning firms in the U.S. He has earned his Series 3, 7, 9, 10, 24, 31, 63, 65 and 66 licenses as well as his Florida Life, Health and Annuity Insurance Licenses. David is also the President of Verus Insurance Partners, LLC. He is also a certified Health Care Reform Specialist and was recently been asked to serve on Brevard County Schools Superintendent’s Insurance Advisory Committee.
Verus Wealth Management, LLC has locations in Rockledge and Vero Beach. David can be reached at 321-212-7992 or DBrooks@VerusWealth.net or on the web at VerusWealth.net.