Brandon Covey is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 15 years of financial services, retirement planning, and investment management experience, and focuses on advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. Supported by Client Service Associates Tracy Rosson and Vincent E. Moore, he follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and conducting regular portfolio rebalancing to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.
Investment Adviser Representative, Truist Advisory Services, Inc.
Covey is a native of Salem, VA and earned a BBA in finance from Radford University. He served on the board for the Student Management Investment Portfolio Organization for Radford University and is an active corporate committee member for the Sheltering Arms Foundation in Richmond, VA.
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