Brian Panzella

Brian Panzella
Wealth Advisor Truist Bank

1100 Townpark Ave

Lake Mary, FL 32746-4780

About me

Background

I am a Wealth Advisor with Truist Wealth, offering clients more than 15 years of comprehensive financial management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

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

Bachelor's Degree
Rollins College 2011

Personal Interests

A native of Long Island, NY, I am a graduate of Rollins College and active in my community, volunteering with the United Way for more than 15 years. 

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

  • 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.

To
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