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 Pulse January 20, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – January 20, 2026
Market views heading into the week of January 20, 2026 highlight what we're watching and important news ahead.
Market Perspective Silver – Rubber band reaching historic extremes
Market Perspective - January 16, 2026
Market Perspective
Economic Data Tracker Economic data solid to start 2026
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – January 16, 2026.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of January 16, 2026.