Brooks Financial Advisory Group, Inc.

Carol Sherr is a financial advisor with Brooks Financial Advisory Group, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been associated with Investacorp Advisory Services, Inc. and Brooks Financial Advisory Group (formerly Sherr Investment) since 1999. Outside of advising, she works as an independent insurance agent and provides tax preparation services. Brooks Financial Advisory Group offers personalized portfolio management and retirement account services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm operates on a non-discretionary basis, emphasizing customized recommendations, continuous supervision, and regular account reviews, while also addressing retirement-account considerations and potential conflicts arising from its advisory and insurance roles.

Daniel Brooks is a financial advisor at Brooks Financial Advisory Group, Inc. in Lake Worth, FL, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm, including its predecessor Sherr Investment, since 2000. Outside of advisory services, he works as an independent insurance agent selling life insurance, annuities, and other insurance products, and provides tax preparation services. Brooks Financial Advisory Group offers personalized portfolio management and retirement account advisory services on a non-discretionary basis to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm emphasizes customized recommendations with ongoing supervisory reviews and employs fundamental analysis and Modern Portfolio Theory in its investment approach.