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Robert B
Series 66, Series 63
Laurel Hill, FL
Naviter Wealth, LLC
Robert Brooks is a financial advisor with Naviter Wealth, LLC, holding Series 66 and Series 63 credentials and bringing 36 years of industry experience. His prior roles include positions at Resurgent Advisors, FinTrust Brokerage Services, FinTrust Capital Advisors, Stephens, and Fisher Investments. He also serves as a promoter for the Wealth Advisor Growth Network and as a referral source for Resurgent Advisors. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients through a multi-advisor team. The firm manages approximately $1.87 billion across roughly 332 client relationships and offers services including separately managed accounts, financial planning, and performance-based fee arrangements for certain clients.
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