Schwartz Benefit Services, Inc. - Partners

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Partners

Schwartz Benefit Services, Inc.

Roger C. Brooks, CLU, ChFC

Partner, Schwartz Benefit Services, Inc.

phone: 919.642.0500
email: rbrooks@schwartzbrothers.com

Roger Brooks is a partner with Schwartz Benefit Services, Inc. with 31 years in the financial services industry. He assists clients with his vast expertise in Estate Planning, Wealth Transfer, Charitable Planning and Executive Benefits.

Roger's success has come from teaching and proving to CPA's how working together will enhance the relationship with their clients and make them look better and different than their competition.

Roger is a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU) and is an Investment Advisor Representative. Mr. Brooks is a member of the Association of Advanced Life Underwriters, and the Wake County and Durham County Estate Planning councils. He has spoken on various topics at CPA meetings, Estate Planning Councils, and several national industry conferences including National Financial Partners and The International Forum.

Roger and his family live in Chapel Hill, NC. He is the Treasurer for the Carolina Tiger Preserve.

500 West Madison Street, Suite 2700, Chicago, IL 60661 Phone: (312)-630-0800 Fax: (312)-630-0833 Email: info@schwartzbrothers.com

Securities offered through NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC. Schwartz Benefit Services, Inc. is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp. the parent company of NFP Securities, Inc. Schwartz Brothers Insurance is an affiliate of Schwartz Benefit Services, Inc. Schwartz Brothers Insurance is not affiliated with NFP Securities, Inc.

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