[vc_section full_width=”stretch_row” content_placement=”middle” css=”.vc_custom_1768179192072{padding-top: 10vh !important;background-color: #FFFFFF !important;border-color: #C9AE62 !important;}”][vc_row full_width=”stretch_row” content_placement=”middle”][vc_column width=”1/3″][vc_single_image image=”149″ img_size=”medium” css=””][/vc_column][vc_column width=”1/2″][vc_custom_heading text=”DAWN M. VERITY” font_container=”tag:h4|text_align:left|color:%2300334A” google_fonts=”font_family:Playfair%20Display%3Aregular%2Citalic|font_style:700%20bold%20normal%3A700%3Anormal” css=””][vc_custom_heading text=”DIRECTOR OF CLIENT SERVICES, PHYLAX LEGACY ADVISORS
FINANCIAL PROFESSIONAL, RJFS” font_container=”tag:p|text_align:left|color:%2300334A” google_fonts=”font_family:Open%20Sans%3Aregular%2Citalic|font_style:500%20medium%20normal%3A500%3Anormal” css=””][vc_column_text css=””]T 561.712.9799 | F 561.712.9899[/vc_column_text][vc_row_inner content_placement=”top” gap=”3″ css=”.vc_custom_1768338806716{padding-right: 2vw !important;}” el_class=”no-stack”][vc_column_inner width=”1/6″][vc_icon type=”monosocial” icon_monosocial=”vc-mono vc-mono-linkedin” color=”custom” background_style=”rounded” background_color=”custom” size=”sm” css=”” custom_color=”#FFFFFF” custom_background_color=”#C9AE62″ link=”url:https%3A%2F%2Fwww.linkedin.com%2Fin%2Fdawn-verity-22ba9b61%2F|target:_blank|rel:nofollow”][/vc_column_inner][vc_column_inner width=”1/6″][vc_icon type=”monosocial” icon_monosocial=”vc-mono vc-mono-email” color=”white” background_style=”rounded” background_color=”custom” size=”sm” css=”” custom_background_color=”#C9AE62″ link=”url:mailto%3Adawnv%40simplylegacy.com|target:_blank”][/vc_column_inner][vc_column_inner width=”1/6″ offset=”vc_hidden-xs”][/vc_column_inner][vc_column_inner width=”1/6″ offset=”vc_hidden-xs”][/vc_column_inner][vc_column_inner width=”1/6″ offset=”vc_hidden-xs”][/vc_column_inner][vc_column_inner width=”1/6″ offset=”vc_hidden-xs”][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row][vc_column][vc_separator color=”custom” align=”align_left” css=”” accent_color=”#C9AE62″][vc_column_text css=””]A life insurance portfolio is only as effective as its stewardship. As Director of Client Services for Phylax Legacy Advisors, Dawn Verity serves as a liaison for our clients and their professional advisors, ensuring the administration of every policy is handled with absolute precision.

With more than 20 years of specialized experience in the life insurance industry, Dawn manages Phylax Legacy Advisors’ inforce policy protocol. Her role is critical to the practice’s approach, providing affluent individuals and families with the comprehensive policy reviews and performance reporting necessary to maintain a clear view of their financial legacy. From processing policy changes and claims to analyzing and providing detailed historical fund performance, Dawn is the key resource that helps ensure our clients’ plans remain relevant to their holistic financial plans for years to come.

Dawn is a FINRA Registered Representative (Series 6), and holds life, health, and annuity licenses.[/vc_column_text][/vc_column][/vc_row][/vc_section]

Scroll to Top