Brian Rogan

Brian Rogan
Senior Vice President Wealth Advisor Truist Bank

227 West Monroe Street

Suite 2100,

Chicago, IL 60606

Brian.rogan@truist.com

Phone 312-267-8172

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About me

Background

Brian Rogan is a Wealth Advisor with Truist Bank offering clients more than 15 years of financial services, retirement planning, and investment management experience.  Brian has particular experience with Commercial Real Estate Finance for his clients and their families.

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
University of Dayton 2003
MBA, M.S.
DePaul University 2010

Personal Interests

Brian's interests include traveling with his family, golfing, snow skiing, and supporting his hometown's athletic programs.

Specialties

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

  • 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.

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

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

Locations

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