Brett Staples

Brett K. Staples
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

300 Summers St

Suite 500,

Charleston, WV 25301-0001

Brett.Staples@Truist.com

Phone 304-357-5010

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About me

Background

Brett Staples is a Managing Director and Financial Advisor with Truist Investment Services, Inc. having served in advisor and senior management roles in the private banking, trust, and investments arenas for more than 30 years. His team prefers serving as investment fiduciaries to a relatively small number of high-net-worth clients. For new relationships, he considers prospective clients who have at least $1M in investments and desire discretionary investment management. This approach helps the client receive portfolio management, with a focus on customized attention and dedicated service. The team also integrates as many internal and external professional advisors as possible in order to deliver comprehensive solutions. 

Investment Adviser Representative, Truist Advisory Services, Inc.

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

Education

Masters of Business Administration
West Virginia University 2001
Bachelor of Science in Business Administration - Finance
West Virginia University 1990

Personal Interests

Brett has been involved in a number of community organizations through the years, including United Way, Capitol Market, Boy Scouts of America and Rotary International. He currently serves on the board of directors for The West Virginia Education Alliance and West Virginia Fund for the Arts, having previously served as chair of the board for both. He's the proud father of three boys and an active private pilot.

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

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

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

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

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

  • 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

Locations

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