Brian Panzella

Brian Panzella, AWMA®
Vice President Financial Consultant Truist Investment Services, Inc.
The Three Lakes Group of Truist Investment Services, Inc.

4240 W. Lake Mary Blvd

Suite 100 ,

Lake Mary, FL 32746

Brian.Panzella@Truist.com

Phone 407-621-6209

Get directions

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About me

Background

Brian Panzella is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 17 years of financial services experience.

Brian’s focus is advising on the development and implementation of investment strategies to help clients address their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
Rollins College 2011

Personal Interests

Brian is a native of Long Island, NY and is a graduate of Rollins College. He enjoys giving back to the community and serves on the leadership council for the After School All Stars.

Specialties

  • 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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Recommended Resources

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