Brandon Weber

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

155 Ritchie Hwy

Severna Park, MD 21146

About me

Background

Brandon S. Weber is with Truist Investment Services, Inc. He manages a group of talented financial advisors sitting in Maryland, NJ, and Pennsylvania. His job includes maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the entire complex.

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

  • 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

  • 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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