Brian Moffett
Vice President
Financial Consultant
Truist Investment Services, Inc.
6052 Burke Commons Rd
Burke, VA 22015-2805
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.Education
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
Recommended Resources
Market Perspective The market's love-hate relationship with tech
Tech investors continue to swing between optimism and skepticism.
Market Pulse Market Pulse – July 20, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Special Commentary Timely Economic & Market Insights – July 16, 2026
On deck: AI, the economy, interest rates, and the market’s next test.