Brian Moffett

Brian Moffett
Vice President Financial Consultant Truist Investment Services, Inc.

6052 Burke Commons Rd

Burke, VA 22015-2805

Brian.Moffett@Truist.com

Phone 703-245-4581

Fax 202-393-0908

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About me

Background

Brian is a Financial Consultant with Truist Investment Services, Inc., and began his financial services career in 1998 as a finance associate with CIBC World Markets, a small boutique investment firm. He was later recruited as a regional associate director by Merrill Lynch, where he worked until 2016. Brian joined Truist in 2016 as a Financial Consultant.

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

Education

Lynchburg College
Bachelors of Business, Financial Planning
Virginia College

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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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