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James R. Brooks, CFP®, CTFA
Trust Advisor

8200 Greensboro Dr

10th Floor,

McLean, VA 22102-3803

About me

Background

As a Senior Vice President and Senior Trust Officer, James Brooks provides trust and financial planning for complex fiduciary accounts. James works closely with experienced professionals in investment management, financial and estate services, and banking services to help clients address their financial objectives. James joined Truist Wealth with over a decade of experience in the banking, trust, and investment industry having previously worked for PNC Private Bank, Capital One Wealth and Asset Management and US Trust, Bank of America Wealth Management.

Additionally, James is a CERTIFIED FINANCIAL PLANNERTM professional accredited by the CFP® Board and a Certified Trust and Financial Advisor (CTFA) accredited by the American Bankers Association’s Institute of Certified Bankers.

Education

Bachelor Business Administration and Management
University of the District of Columbia 2012
Master’s in Finance
Southern New Hampshire University 2015

Personal Interests

James earned his Bachelor of Business Administration degree, graduating Summa Cum Laude, from the University of the District of Columbia and a Master of Finance degree from Southern New Hampshire University. He is a member of the Northern Virginia Estate Planning Council and a member of Junior Achievement of Greater Washington’s Associate Leader Council (ALC).

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

  • 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

  • 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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