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

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. In addition to being an avid golfer, Brain likes to spend much of his spare time with his four boys.

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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