Brian Lantz

Brian Lantz
Financial Consultant Truist Investment Services, Inc.

40 Center Sq

Greencastle, PA 17225-1408

Brian.lantz@truist.com

Phone 717-593-2582

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About me

Background

Brian is a Financial Consultant with Truist Investment Services, Inc., offering clients financial services, retirement planning, and investment management experience. He specializes in working with clients in an advisory relationship and creating tailored portfolios to help clients meet both short/long term goals.

Although Brian started his career in the IT world, he found that he was "unfulfilled" and wanted to make an impact in helping people find success in meeting their financial objectives. What started as a hobby long ago has transitioned into a career that is focused around helping his clients meet their financial goals throughout their journey of life. 

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

Education

Bachelor of Science in Information Technology
Kaplan University 2015

Personal Interests

Brian is a native of Hagerstown MD, and a graduate of Kaplan University. Active in the community, he attends Crossroads Church in Martinsburg WV and enjoys spending time with family and playing golf. 

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

  • 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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