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Brett Richards, CFA®
Investment Manager

303 Peachtree St NE

Atlanta, GA 30308-3200

Brett.Richards@truist.com

Phone 404-276-0766

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About me

Background

Brett Richards is an Investment Manager with Truist Wealth. He offers clients more than 10 years of investment management and financial services experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. Brett is a Chartered Financial Analyst® (CFA®) charterholder. 

Brett holds himself accountable to recommend strategies with the client's needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Brett takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

Education

BA - Economics
Georgia State University 2004
MBA - Finance
Emory University 2011

Personal Interests

Brett is a native of Atlanta, GA and earned his bachelor’s degree in Finance from Georgia State University. He is also a member of the CFA Institute and CFA Society of Atlanta. 

Specialties

  • 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

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