Allen Brooks

Allen Brooks
Premier Banker

2120 Langhorne Rd

Lynchburg, VA 24501-1424

About me

Background

Allen Brooks is a Premier Banker with 20 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Allen’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals.

Allen holds his Series 7 and 66 securities registrations and variable annuity, life, and health licenses.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

Allen grew up and still resides with his family in Lynchburg. In his spare time, he enjoys playing golf and reading.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

To
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