About Our Firm
Vero Beach Global Advisors was founded as an alternative to wirehouses and broker-dealers. Operating as a fiduciary, the client’s interests are directly aligned with the firm’s allowing us to achieve the unique financial aspirations of our clients.
Our Expert Team
Vero Beach Global Advisors has adopted a formal Code of Ethics that all firm professionals have pledged to be loyal and transparent in their dealings with clients. Refreshing, right?
Andrew Hartline, CFA
David Griffis, CFA
Jim Davis, CFP®
Client Services Specialist
Decades of Experience & Trusted Professionals
With decades of experience, our team of trusted financial professionals work to prioritize your objectives and determine your comfort level for building your wealth management strategy.