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Brian James
Financial Advisor Private Client Group Truist Investment Services, Inc.

270 N Kimball Ave

1st Floor,

Southlake, TX 76092-6676

About me

Background

As a Financial Advisor with Truist Investment Services, Inc., I offer clients more than 26 years of financial services, retirement planning, and investment management experience. My focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. I follow a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. I also consult 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

B.B.A. Finance
University of North Texas 1994 1996
Texas State University 1992 1993

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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