Brandan Kot

Brandan M. Kot
Financial Advisor Investment Services Group Truist Investment Services, Inc.

8320 Creedmoor Rd

Raleigh, NC 27613-1373

About me

Background

I am a Financial Advisor with Truist Wealth and have over 15 years of experience in helping a select group of business owners, corporate executives, and professionals who, among other things, aspire to a work-optional lifestyle. 

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

Education

Bachelors of Science, Physical Science
US Naval Academy, Annapolis, MD 1987

Personal Interests

I am a past president of the Triangle USNA Alumni Chapter and enjoys physical exercise, gardening, lush lawns, and good food. My wife, Kayla, and I have two sons, Alexander and Andrew, and two hounds, Huckleberry and Evelyn. Alexander and Andrew are both officers in the United States Army.

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

To
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