Brandon Weber

Brandon S Weber, CFP®
Managing Director Regional Director Truist Investment Services, Inc.

115 Ritchie Highway

Severna Park, MD 21146

brandon.weber@truist.com

Phone 410-412-2511

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About me

Background

Brandon S. Weber is with Truist Investment Services, Inc. He manages a group of talented financial advisors sitting in Maryland, Pennsylvania, New Jersey, New York, Massachusetts, and Connecticut. His job includes maintaining valuable and consistent client service, developing cohesive teams, and providing consistent leadership for the entire region.

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

Bachelor of Science Degree
UNC-Greensboro 2000

Specialties

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

  • 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

  • Top-notch service delivery and support for the private banking 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

Accomplishments

Truist Performance Award
2022 Internal
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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Recommended Resources

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