Brenda Clarke

Brenda D. Clarke, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Scott Group of Truist Investment Services, Inc.

919 E Main St

Richmond, VA 23219-0005

About me

Background

Brenda Clarke helps individuals and families address their financial goals through financial planning and investment advice. By understanding each client’s unique goals, she can then personalize an investment strategy tailored to those goals.  

She is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years in the financial services industry. Prior to joining The Scott Group of Truist Investment Services, Inc. she was the head of the financial planning department of BB&T Scott & Stringfellow (now Truist) for eight years. She has also conducted numerous seminars on Social Security and Medicare.

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

Education

Bachelor's Degree in Business Administration - Marketing
University of North Texas

Personal Interests

Brenda grew up in Dallas, TX and now resides in Midlothian, VA where she and her husband, Todd, raised their two sons, Kevin and Kyle. She is an avid college football fan and enjoys running daily and playing tennis.

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

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

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