Darrell Brown

Darrell Brown, AWMA®, CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

26731 S Tamiami Trl

Bonita Springs, FL 34134-4339

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., and a member of The Brown & Taylor Group of Truist Investment Services, Inc., offering clients more than 23 years of financial services, retirement planning, and investment management experience. I focus on advising on the development and implementation of investment strategies to help clients meet their immediate and future goals.

The group follows a disciplined process of assessing a client’s situation through financial planning, determining investment strategy based on client risk tolerance and current and future income needs, forming and executing appropriate investment strategies, and regular portfolio evaluation and rebalancing. We also consult on risk management and risk transfer, multigenerational wealth planning and estate strategies, liabilities management, and other critical financial matters.

I’ve earned my Accredited Wealth Management AdvisorSM (AWMA®), Chartered Retirement Planning Counselor™ (CRPC®), and Preferred Portfolio Manager (PPM) designations. 

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

Education

BS Finance & Marketing
University of Florida 1996
MBA Finance
Florida Gulf Coast University 1999

Personal Interests

I’m a native of FL and earned my B.S. from the University of Florida and my MBA from Florida Gulf Coast University. Community service is important to me, and I’m a past president of the Rotary Club of Bonita Springs Noon and past board member of the Rotary Club of Bonita Springs Noon Foundation.

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

  • 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

  • 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

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