Brian Moffett

Brian Moffett
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’s predecessor firm, SunTrust, 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
Financial Planning degree
Virginia College

Personal Interests

Born and raised in the northern VA/DC area, Brian attended Lynchburg College and later received a degree in financial planning from 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

To
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