Brent  Detweiler

Brent Detweiler, AWMA®, CRPC®
Financial Consultant Truist Investment Services, Inc.

175 Palm Bay Rd NE

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

Personal Interests

Brent is a devoted husband to his wife, Lauren, of 14 years and father to their son Blake. He enjoys taking family trips to soak up the simplicities of life. Besides being his son’s biggest cheerleader in football, Brent and his wife are also highly active in their gym 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

To
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