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Alexander Brown

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

11710 Plaza America Dr

Suite 440,

Reston, VA 20190-4737

ASBrown@Truist.com

Phone 703-471-3892

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About me

Background

Alex Brown is a Senior 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.  The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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