Michael Brooks

Michael T. Brooks, CFA®,CFP®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

948 Laskin Rd

Suite 300,

Virginia Beach, VA 23451-3905

Michael.Brooks@Truist.com

Phone 1-757-417-4927

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About me

Background

Michael Brooks is a Financial Advisor Director with Truist Investment Services, Inc. He offers clients more than 18 years of financial services, retirement planning, and investment management experience. Michael helps clients develop and implement strategies for income growth and capital appreciation. He builds individual portfolios to align with each client’s investment timeline, need for income and liquidity, comfort with risk and other personal preferences.  His goals based approach is client driven, based on in-depth discussions with clients throughout the course of each relationship. 

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

Education

Bachelor’s Degree
Old Dominion University 2003
MBA
Old Dominion University 2005

Personal Interests

Michael is a member of the CFA institute and CFA Society of Virginia. He is a lifelong resident of the Hampton Roads area and is passionate about health and wellness, and encourages clients to do the same.

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

Locations

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