The Brown-Brinkley Group of Truist Investment Services, Inc. The Brown-Brinkley Group of Truist Investment Services, Inc.

The Brown-Brinkley Group of Truist Investment Services, Inc.

8200 Greensboro Dr

Suite 100A,

McLean, VA 22102-3803

Who we are

The Brown-Brinkley Group of Truist Investment Services, Inc. is a collaborative team of Financial Advisors, Financial Planners, Portfolio Managers and Client Service Associates, who works with affluent families, non-profits, foundations and businesses. We have offices is in Reston and Tysons Corner, VA.

Our philosophy is that successful wealth management requires developing a personalized financial plan, with clearly defined goals and objectives. We execute the plan using a diverse mix of strategic and tactical investment solutions. We work as a team and partner with various internal and external professionals to deliver comprehensive wealth management solutions. And we adapt as markets change and our client’s needs and goals evolve, to help our clients achieve financial confidence and address their long-term goals.
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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

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

  • 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.

  • 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

Taylor Brinkley
Taylor Brinkley
Financial Advisor
Hunter Brammer
Hunter Brammer
Portfolio Management Officer
Victoria Roberts
Victoria Roberts
Business Development Officer
Carly Kacvinsky
Carly Kacvinsky
Registered Client Service Associate
John Kim
John Kim
Client Service Associate
The Brown-Brinkley Group of Truist Investment Services, Inc. specializes in strategic planning, investment strategy and analysis, retirement plans, and non-profit asset management. We follow a structured and disciplined wealth management process to assist clients achieve their goals and objectives. And we regularly partner with our clients’ CPAs and Attorneys to ensure a coordinated, comprehensive wealth management experience.  

Our Process
  • Identify and prioritize goals
  • Analyze options and make recommendations based on each clients’ unique needs
  • Invest in diversified, strategic portfolios
  • Monitor progress and adapt as clients’ goals and needs evolve
  • Operate in a fully disclosed, transparent manner
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