Brent Martin

Brent J. Martin, CFP®
Senior Vice President Wealth Regional Director Truist Bank

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

BJMartin@Truist.com

Phone 704-954-1128

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About me

Background

Brent Martin is the Regional Director for the Metrolina Wealth Region, with 30 years of experience in the financial industry. He leads a highly skilled team that specializes in the planning, investment, and wealth banking needs of corporate executives, high-net-worth families, and business owners.

Brent advises clients through multiple life events, including succession planning for multigenerational family businesses, taking closely held companies to market, facilitating gifting techniques for various charitable intentions, and providing comprehensive financial planning for Fortune 500 corporate executives.

Brent is a CERTIFIED FINANCIAL PLANNER™ professional.

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

B.A.
UNC - Chapel Hill 1991

Personal Interests

Brent earned a BA from the University of North Carolina at Chapel Hill. He's served on the boards for the Westminster Ministries Foundation and the Care and Rescue Center of York County, SC. He's also a member of the Financial Planning Association.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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