Alexander Brown

Alexander S. Brown, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

11710 Plaza America Dr

Suite 440,

Reston, VA 20190-4737

About me

Background

Alex Brown is a Managing Director with Truist Investment Services, Inc. offering clients more than 21 years of financial services, retirement planning, and investment management experience. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A.
Lewis & Clark College 1996 1999
Certificate in Financial Planning
Georgetown University 2006

Personal Interests

Alex and his wife, Lindsey, live in Leesburg, VA, with their three children. 

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Top Financial Advisors List*
Washingtonian Magazine 2021
* Washingtonian magazine based on surveys sent to hundreds of people who work in the local financial industry. Magazine did performed research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.  Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.  
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