Brent  Detweiler

Brent Detweiler, AWMA®, CRPC®
Vice President Financial Advisor Truist Investment Services, Inc.

175 Palm Bay Rd NE

West Melbourne, FL 32904-8600

About me

Background

Brent Detweiler is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 16 years of providing excellent customer service with 6 years of industry experience to provide his clients with customized, holistic financial planning geared toward their unique lives and goals.

Brent focuses on all phases of client's life, implementing a plan to guide all clients into and through their retirement years. He strives to provide all clients with the best possible support throughout their financial journey. Brent follows a disciplined process to assess each client's financial picture, determine their risk tolerance along with their short and long-term goals to build their unique financial plan.

Brent regularly monitors his client's financial plans and periodically meets with them to review their portfolios and assess their goals. Understandably, life events can change goals for a client and Brent will makes adjustments whenever necessary to help ensure they remain on track to their financial well-being.

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

Education

Business Administration, B.S Financial Planning
Liberty University

Personal Interests

Brent is a devoted husband to his wife, Lauren and father to their son Blake. He enjoys taking family trips to soak up the 'simplicities of life. Brent and his family are heavily involved with their church family.

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

Locations

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