Brian Gates

Brian E. Gates, CFP®, CRPC®
Financial Consultant Truist Investment Services, Inc.
The Robbins Group of Truist Investment Services, Inc.

5816 Grove Ave

Richmond, VA 23226-2630

brian.gates@truist.com

Phone 804-357-7698

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About me

Background

Brian is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 23 years of financial services, retirement planning, and investment management experience. Brian earned the CERTIFIED FINANCIAL PLANNER™ designation and the Chartered Retirement Planning Counselor® designation. 

Brian’s focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and ultimately delivering a comprehensive financial plan in order to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.

Truist Investment Services, Inc. is a full-service broker-dealer that is an integral part of Truist Banks, Inc. – one of the nation’s largest financial services organizations. When clients bring their investment needs to Truist they benefit from a long history of management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, a relationship is established with a team of trusted advisors who can address all types of financial needs.

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

Education

Bachelor of Science
Radford University 1994 1998

Personal Interests

Brian has been married 19 years to his wife, Jaime. They have three daughters. He is a native of Richmond, VA and is a graduate of Radford University. He is involved with his alma maters and church as well as voluntary community work.

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

  • 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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