Brett Nobles

Brett Nobles
Financial Consultant Truist Investment Services, Inc.

501 Sea Island Rd

Saint Simons Island, GA 31522-1891

Brett.Nobles@Truist.com

Phone 912-268-6117

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About me

Background

Brett Nobles is a Financial Consultant with Truist Investment Services, Inc., offering clients more than ten years of financial services, retirement planning, and investment management experience.

He focuses on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning, and other critical financial strategies. 

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

Education

Family Financial Planning
University of Georgia 2008 2012

Personal Interests

Brett is a native of Albany, GA, and a graduate of the University of Georgia. He serves on the board of the Fellowship of Christian Athletes and is an active member of Wesley Church at Frederica. He lives in Saint Simons Island, GA, with his wife, Molly, and their two children, Ford and Sloan. When he's not in the office, he enjoys spending time with his family and playing golf and tennis.

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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