top of page

Roger Brooks

Managing Director

Roger Brooks

Roger Brooks is a Managing Director at NFP Insurance Solutions, bringing a wealth of knowledge from his 40+ year practice concentrated on unique estate and income tax strategies for his high net worth clientele.  He also consults with large and small companies in the area of business succession planning as well as employee and executive benefit programs.

He has spoken at the Forum 400 and to several Estate Planning Councils around the country. Roger is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Roger has been a Board Member of the Forum 400 (Invitation only to top 250 advisors in the country), Advisory Council for Protective Life, Chief Executive Board International, Pacific Life, Equitable, and Sun Life. He was a Board Member for the Carolina Tiger Rescue and Greenville, SC Humane Society. Roger is a member of the Wilmington, NC Estate Planning Council, Chamber of Commerce and Cape Fear National Country Club.

BIOGRAPHY

  • Black LinkedIn Icon

Insurance services provided by SBSI, Inc.

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

bottom of page