Brandan M. Kot, CDFA®, CFP®

Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

8320 Creedmoor Rd

Raleigh, NC 27613-1373

About me

Background

Brandan Kot helps clients pursue what he calls a "work-optional lifestyle" - reaching a point in life where working is a choice, not a necessity. With 20 years of experience in financial services, Brandan works with clients to develop personalized financial plans focused on saving, preparing for retirement income, and providing advice to execute on that plan.

Brandan's path to financial services was shaped by his own transition out of the U.S. Navy. After serving, he found himself navigating a complex financial landscape with no clear guide. That experience left a lasting impression and drives his commitment to providing the kind of personal, accessible guidance he wished he'd had. He entered the business with a straightforward purpose: to help people achieve their financial goals and feel genuinely prepared with their retirement plan. Twenty years later, that purpose hasn't changed. He feels the difference he makes in clients' lives every day and is energized by it.

What sets Brandan's approach apart is his emphasis on direct, face-to-face conversation. He believes financial planning should be a deeply personal process - one where clients genuinely understand what they are invested in and why. Rather than simply delivering recommendations, Brandan works to get clients engaged in building and implementing their own plan, helping to reduce emotional decision-making when markets are volatile.

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

Outside of work, Brandan is a married father of two sons. Alexander, a graduate of the U.S. Air Force Academy and former Army Officer, is currently pursuing his MBA at the University of Chicago. Andrew, a graduate of The Citadel, earned his master's degree from the University of Notre Dame and works for Anduril. When he's not with clients, Brandan can be found tending to his lawn or out on the water fishing.

Specialties

Financial planning

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

Risk management

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.

Investment management

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

Estate planning

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

Philanthropy

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

Financial education

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

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Investment planning

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