Brett Deavenport

Brett Deavenport
Assistant Vice President Financial Consultant Truist Investment Services, Inc.
The Coastal Group of Truist Investment Services, Inc.

220 W Garden St

Suite 800,

Pensacola, FL 32502-5702

brett.m.deavenport@truist.com

Phone 850-475-3251

Get directions

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About me

Background

Brett Deavenport is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 12 years of experience in the financial services industry and is passionate about cultivating relationship’s that help individuals reach stated financial goals. He is devoted to a process of discovery and understanding that allows him to work collaboratively with his clients to tailor a financial plan unique to them and the lives they envision for themselves.  

Investment Adviser Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

BS in Business Administration
University of West Florida 2006 2010

Specialties

  • 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.

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

  • 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

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Locations

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