.jpg)
Brad Buckshorn,
CFP®, CIMA®
Vice President
Financial Consultant
Truist Investment Services, Inc.
900 S Gay St
24th Floor,
Knoxville, TN 37902-1800
About me
Background
Brad Buckshorn, CFP®, CIMA®, is a Financial Consultant with Truist Investment Services, Inc., specializing in comprehensive wealth management for high‑net‑worth individuals and families. With a focus on delivering personalized, values‑based guidance, Brad helps clients navigate complex financial decisions through sophisticated planning, disciplined investment strategies, and a holistic approach to long‑term wealth stewardship. He is committed to understanding each client’s unique goals and aligning their wants, needs, and aspirations with customized strategies designed to build, preserve, and transition wealth across generations.
Brad joined Truist in 2017, bringing nearly two decades of experience advising clients within some of the industry’s most respected financial institutions. His background spans financial planning, investment management, and advisory services for affluent and ultra‑affluent families, allowing him to provide clarity and confidence in an ever‑changing financial landscape.
Brad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation. These are two of the most respected credentials in financial advice. For clients, they represent a high level of knowledge in both comprehensive planning and advanced investment management. The CFP® reflects Brad’s ability to integrate all aspects of a client’s financial life into a cohesive strategy, and the CIMA® highlights his training in sophisticated portfolio design and risk management. Together, these designations demonstrate Brad’s commitment to delivering informed, ethical, and research‑driven guidance.
Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal Interests
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
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
Recommended Resources
Economic Data Tracker Resolution on Iran probably doesn’t mean “all clear”
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Market Pulse Stocks soared again last week
Market views heading into the week highlight what we're watching and important news ahead.
Market Perspective Another V-shaped rally – What the data says now
A historic rally. Does it have legs? Is tech regaining leadership? What does the weight of the evidence point to now?