Verity Investment Partners

Paula Verity is a financial advisor at Verity Investment Partners with 22 years of industry experience. She holds a Series 65 designation and has been with Verity & Verity, LLC, doing business as Verity Investment Partners, since 2007. Verity Investment Partners provides discretionary investment management, financial planning without separate fees, and family office consulting to a diverse range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes client suitability in portfolio construction, focusing on dividend-paying equities alongside fundamental and technical analysis, and manages approximately $1.4 billion in assets with a 12-advisor team across five offices.

Andrew Jones is a CFP® with 16 years of industry experience and has been with Verity Investment Partners since 2013. He is part of a 12-advisor team based in Beaufort, SC. Verity Investment Partners offers discretionary investment management, financial planning without separate charges, and family office consulting to a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm emphasizes client suitability, dividend-paying equities, and uses fundamental and technical analysis in portfolio management.

Keith Bosco is a financial advisor with Verity Investment Partners in Bluffton, SC, holding the Series 66 designation and 19 years of industry experience. He previously worked at Rochdale Investment Management LLC and Rim Securities LLC for 12 years before joining Verity in 2023. Verity Investment Partners provides discretionary investment management, financial planning, and family office consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes portfolios tailored to client suitability, including dividend-paying equities, and operates with approximately $1.4 billion in assets under management and a 12-advisor team across five offices.

Jonathan Verity is a financial advisor at Verity Investment Partners with 23 years of industry experience. He has been with Verity and Verity, LLC, doing business as Verity Investment Partners, since 2005. He holds Series 63 and Series 65 designations. Verity Investment Partners offers discretionary investment management, ongoing financial planning at no additional charge, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities and utilizes fundamental and technical analysis in portfolio construction, managing approximately $1.4 billion in assets with a 12-advisor team across five offices.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Michael Nix is a CFA® charterholder with 16 years of industry experience. He is a member of the board of directors for several organizations in South Carolina, including the SC Jobs-Economic Development Authority and Business Carolina, Inc., both of which support economic development. He also serves on the board of Bluffton Self Help, a local nonprofit assisting families facing economic challenges. Nix has worked at Verity Investment Partners since 2018 and previously spent five years with Dividend Assets Capital, LLC. Verity Investment Partners is a team-based advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios that emphasize dividend-paying equities and incorporate fundamental and technical analysis.

Edward Taylor is a financial advisor at Verity Investment Partners with 12 years of industry experience. He holds a Series 65 designation and previously worked at Blackwell Boyd Wealth Management and Dividend Assets Capital, LLC. Taylor is also a 10% owner of PAW Properties, LLC, a real estate investment company. Verity Investment Partners is a 12-advisor team providing discretionary investment management, ongoing financial planning, and family office consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and manages approximately $1.4 billion in assets across five offices.

Charles Anderson III is a financial advisor at Verity Investment Partners with 18 years of industry experience. He holds a Series 65 designation and has worked with Verity since 2009. In addition to his advisory role, Anderson serves as an executive chairman for Cityvet, LLC, a veterinary care company, and is a board member at Goodside Health. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets, offering discretionary investment management, financial planning, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes client suitability with strategies focused on dividend-paying equities and combines institutional custody with distinctive public communications.

Michael Klaiber is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Verity Investment Partners since 2017. He previously worked at UBS from 2015 to 2017. Klaiber is a board member and finance chair for Lowcountry Legal Volunteers and serves on the Duke Fuqua School of Business Alumni Board, participating in activities to engage alumni. Verity Investment Partners is a team of 12 advisors managing approximately $1.4 billion in assets, providing discretionary investment management, financial planning, and family office consulting to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes portfolio construction based on client suitability with ongoing rebalancing and a focus on dividend-paying equities.

William Verity is a financial advisor at Verity Investment Partners with 23 years of industry experience. He holds a Series 65 designation and has been with Verity & Verity, LLC dba Verity Investment Partners since 2002. He serves as a director on the board of American Financial Group, Inc. Verity Investment Partners provides discretionary investment management, financial planning, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.4 billion in assets with a 12-advisor team and emphasizes dividend-paying equities alongside fundamental and technical analysis in its portfolio strategies.

Jessica Rusnock is a CFP® professional with nine years of industry experience. She is currently with Verity Investment Partners, where she has worked since 2021. Prior to that, she held roles at CliftonLarsonAllen Wealth Advisors, LLC and SYM Financial Advisors. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets across five offices. The firm provides discretionary investment management, ongoing financial planning without separate fees, and negotiated family office consulting for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. Their investment approach includes client-suitability-based portfolio construction, ongoing rebalancing, and emphasis on dividend-paying equities alongside fundamental and technical analysis.

Michael Kuehn is a CFA® charterholder with 17 years of industry experience. He is a financial advisor at Verity Investment Partners, where he has worked since 2019. Prior to joining Verity, he was an advisor at Dividend Assets Capital, LLC from 2015 to 2019. Verity Investment Partners offers discretionary investment management, financial planning without additional fees, and family office consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes dividend-paying equities and uses both fundamental and technical analysis in portfolio construction, managing approximately $1.397 billion in assets with a 12-advisor team across five offices.