Brian Thornton

Brian W. Thornton
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1130 Beaver Creek Commons Dr

Apex, NC 27502-3919

About me

Background

Brian Thornton is a Financial Advisor with Truist Investment Services, Inc. offering clients more than 18 years of financial services, retirement planning, and investment management experience.

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

Education

B.S in Accounting
S.U.N.Y at Fredonia 1992

Personal Interests

Brian is a member of the Apex Chamber of Commerce.

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.

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Accomplishments

President’s Cup award
BB&T Investments (now Truist) 2018
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