David Brooks is a Financial Advisor in Melbourne, FL.
Shouldn’t You Get A Second Opinion?
One of the most valuable services that we can offer you is a Second Opinion Review of your financial situation and existing strategies. Much like a doctor offers an additional professional opinion of a medical condition, we can offer you a complimentary review of your existing financial strategies to identify risks, highlight red flags, and offer ideas for the future. Our goal in this process is to help you determine whether you are on track to achieve your long-term goals and offer an unbiased perspective on your personal situation. We view every prospective client as a potential partner and invest considerable time in evaluating a future relationship before committing to doing business together.
Who We Serve
Through experience, we have learned that we cannot be all things to all people. Instead, we choose to focus our efforts on being everything to a like minded group of clients who share our respect for hard work, entrepreneurship, and achievement.
Our clients come from many walks of life and they share a desire for prudent guidance, objective advice, and long-term relationships with a passionate team who support their vision of financial freedom. We treat every prospective client as a potential partner and we never do business at the first meeting. We believe in getting to know our clients as people to ensure that we share the same perspective and vision of the future.
About David Brooks:
David Brooks has been helping individuals and small business owners reach their financial goals since 1999. He has served many roles in the industry over the years, including branch manager, commodities trader, and financial planner. David has served as a registered principal and believes ethics are the most underrated quality in the financial industry today. His passion is helping others achieve their personal financial dreams. David brings over 15 years of experience in successfully helping clients work toward their goals, which he accomplishes through taking the time to truly listen to what each client is trying to attain.
David is a respected national speaker; his expertise and training in the arena of Elder Care Planning and PPACA “Obamacare” have led him to conduct numerous educational workshops throughout the country with the goal of educating as many people as possible. David is also a Certified Healthcare Reform Specialist and speaks with business and community leaders. He is a frequent guest on talk radio and is a published author in multiple publications. David has earned the following licenses: Series 3, 7, 9, 10, 24, 31, 63, 65, and 66, as well as Life, Health, and Annuity insurance licenses in multiple states.
David moved to Central Florida to attend college in 1986. He was a successful entrepreneur in the restaurant industry prior to his career in financial services, owning three different restaurants. David has been married to his lovely wife, Melissa, for over 22 years. They have two sons, Drew and Noah, who keep the Brooks’ household very active in the local community. David has coached youth soccer for several seasons, as well as volunteered for several local charities. He has served on the Board of Directors for the local chapter of the American Red Cross and was the Chairman of the Board for the March of Dimes. He was also past President of the Focus Chapter of BNI and is active in the production ministry at his church.
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