Brooke Motley

Brooke A. Motley
Vice President Wealth Advisor Truist Bank

360 Central Ave

Suite 1700,

Saint Petersburg, FL 33701-3803

Brooke.Motley@Truist.com

Phone 727-502-3795

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About me

Background

Brooke Motley is a Wealth Advisor with Truist Bank offering clients more than 16 years of financial service experience. She helps her clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, she develops recommendations tailored to her 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

MBA
University of Florida 2013 2015
Bachelors in Legal Studies
University of Central Florida 2001 2005

Personal Interests

Brooke was born and raised in Clearwater. Her and her husband have two daughters who attend private school in the Safety Harbor community. They are active in their church and charitably inclined.  

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.

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

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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.

Locations

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