Brian Panzella

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

10415 US Highway 441

Leesburg, FL 34788-7225

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

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

Specialties

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

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