Brian Killory

Brian P. Killory, CFA®, CFP®
Senior Vice President Investment Manager

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

brian.killory@truist.com

Phone 404-813-2664

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About me

Background

Brian Killory is an Investment Manager with Truist Wealth. He offers clients more than 30 years of both investment management experience and service with Truist. Prior to his current role, Brian was a Portfolio Manager for six years with Truist's Foundations & Endowments Specialty Practice. Earlier in his career, Brian was an Assistant Professor of Finance at Webber International University where he taught Finance and Investment courses at both the undergraduate and graduate levels, having also taught previously in Florida Southern College’s Evening program for 3 years. Both prior to and after his teaching positions, Brian was a Financial Advisor with SunTrust Investment Services and also served in that role for a period of four years with Wells Fargo Advisors.

Brian has earned the professional designation of Certified Financial Planner (CFP®) and is a CFA Charter Holder. He holds himself accountable to recommend strategies with the client's needs and goals in mind. These strategies are supported not only by the deep experience from a team of specialists, but also highly attentive service and coordination of resources.

Truist Wealth is part of Truist Financial Corporation, with a proud 120-year heritage of commitment to helping clients manage their wealth and address their goals. Truist is committed to meeting the needs of clients — by building and continually strengthening long-term relationships and by offering comprehensive wealth management capabilities to meet sophisticated and often complex needs. As client's needs evolve, the team of specialists and solutions will too, in order to address new challenges and opportunities.

Education

DBA, Finance
Nova Southeastern University 1994 1999
MBA, Business
Florida Southern College 1987 1989
BBA, Finance
Stetson University 1984 1987

Personal Interests

Brian is a native of Ithaca, New York and is a graduate of: Stetson University (Bachelor of Business Administration-Finance), Florida Southern College (Master of Business Administration) and Nova Southeastern University (Doctor of Business Administration-Finance).

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

  • 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

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