Martin Braam

Martin Braam
Director Brokerage Financial Consultant Truist Investment Services, Inc.

1340 Broadcasting Rd

1st Floor,

Wyomissing , PA 19610

About me

Background

Martin Braam has more than three decades of experience in the financial industry, having advanced through roles in sales, management, analytics, and entrepreneurship with such companies as BB&T and Vanguard Investments. Today, as a Truist Brokerage Financial Consultant, Martin shares his extensive knowledge and experience with clients. He holds several licenses that enable him to offer different investment products. Martin has a bachelor’s degree in  finance from Villanova University and a master’s degree in business administration - finance from LaSalle University. He has also studied advanced risk-modeling at the University of Chicago.

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

Education

Bachelor's in Finance
Villanova University
MBA in Finance
.Lasalle University

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

  • 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

To
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