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Brian Pomante

Brian Pomante, CFP®, CRPC®, CEPA
Wealth Business Advisor Truist Bank

214 N Tryon St

Charlotte, NC 28202-0026

Brian.Pomante@Truist.com

Phone 336-747-0530

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About me

Background

Brian Pomante is a Wealth Business Advisor with over 17 years of experience in banking and management. He exclusively works with business owners who have the majority of their wealth in a closely held business. He helps his clients navigate the complexities of managing a business while working toward achieving their personal life goals, by taking a comprehensive, strategic approach to financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, Brian develops recommendations tailored to his clients’ needs, priorities and preferences.

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

Bachelors of Science in Marketing
High Point University 2008

Personal Interests

Pomante has a passion for volunteering with Habitat for Humanity and Junior Achievement. In his spare time, he loves spending time with family, hiking, playing racquetball and pickle ball. 

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.

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

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