Brad Barger

Brad Barger, CFP®
Wealth Advisor Truist Bank

2520 Northwinds Pkwy

Suite 425,

Alpharetta, GA 30009-2200

About me

Background

Brad Barger is Wealth Advisor with Truist Bank. He offers clients more than 17 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.

He is a CERTIFIED FINANCIAL PLANNER™ professional and holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Brad takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

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

Economics
University of Georgia 2005

Specialties

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

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

  • 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

To
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