Brian Moore

Brian Moore
Senior Vice President Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Brian is a Wealth Advisor at Truist with over 20 years of financial service experience. He is and has been a member of several Truist advisor committees. He is the recipient of the 2021 Truist Performance Award*, which recognizes the top 1% of advisors.
 
Before joining Truist, Brian was employed with AXA-Equitable. He started as a consulting attorney in the Advanced Markets team. He concentrated on the areas of estate, business and charitable planning. He held several leadership positions. Brian attended the Group Management Program (GMP) in Paris, France. The GMP is a program designed by Wharton School of Business, the Center for Creative Leadership and AXA-Equitable to identify top performers for future leadership positions. Prior to joining AXA-Equitable Brian was an advisor at Morgan Stanley.
 
Brian is in partnership with two advisors, Kelly Cannon and Erik Bryant, which has been purposefully built with diversity and a combined industry experience of over 50 years. Their partnership is focused on inspiring and helping build better lives, leading with service and helping families of wealth address their complex financial obligations.
 
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Juris Doctorate
The William Mitchel College of Law
Bachelor of Arts
Saint Cloud State University

Personal Interests

Brian received his B.A. from Saint Cloud State University (SCSU), with Honors in History. He also studied for an academic year in England while attending SCSU. He earned his law degree (J.D.) from The William Mitchell College of Law (William Mitchell). 
 
Brian is married to his wife, Sue, and has two daughters, Emma and Megan. Brian has served within the community holding previous board seats with the Carl Sanders YMCA and is a supporter of the Boys and Girls Vlub, Boy Scouts of America and the Family Support Council. 

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Performance Excellence Award*
Truist 2021
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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