Wealth Leadership Team

Brian is responsible for leading teams who deliver holistic wealth management and institutional advisory solutions to affluent, high and ultra-high net worth individuals, families and business owners in the U.S. and abroad. He also oversees Foundations and Endowment—a specialty practice with more than a century of experience serving not-for-profit organizations.

Brian is a member of the Truist Operating Council. He also serves as Chairman of the board of directors for Truist Investment Services, Inc. and Truist Advisory Services, Inc., and serves on the board of directors for Truist Securities, Inc.

He has held increasingly senior positions in financial services and technology investment banking throughout his career. Prior to joining Truist Wealth, he served as head of middle market financial sponsor coverage at SunTrust Robinson Humphrey.

Brian is a champion for the company’s philanthropy and volunteerism and serves on the board for the Atlanta Area Council of the Boy Scouts of America.

He earned a bachelor’s degree from the University of Virginia and a Juris Doctor from Washington & Lee University.

Bryan leads the wealth brokerage business, Truist Investment Services, Inc., which is responsible for delivering investment, planning and wealth management strategies designed to meet the unique needs of Truist Wealth clients.

Previously, he served as President of the Private Client Group and BB&T Investments, as well as President & CEO of BB&T Securities. With more than 25 years of experience, Bryan has held a variety of key leadership positions managing the firm’s combined operational, technology, product and brokerage platforms.

Bryan earned his BS from the University of Colorado at Boulder. In addition, he attended the Securities Industries Institute through the Wharton School of Business, and the BB&T Banking School at Wake Forest University.

Jeff leads our Truist Wealth Advisory and Institutional Solutions business overseeing all wealth sales, service and delivery for high net worth individuals and specialty businesses including Sports and Entertainment, Medical and Legal Specialty and Corporate Trust and Escrow. He assumed this expanded role in November 2023 and was previously head of Specialty Wealth and Deposit strategy.

Dunn began his career with Truist in 1997 and was Division Executive in Wealth before relocating to Atlanta in 2013 when he was named head of Sports and Entertainment Group. In 2021, the Atlanta Business Chronicle named him one of the 30 most influential people in Sports and Entertainment in Georgia. Jeff is on the board for the Atlanta Sports Council and was named chair of the board for 2023 and 2024.

He earned a Bachelor of Science degree in Management from La Salle University and an MBA in Finance from Niagara University.

Heather is Head of Wealth Strategic Partnerships & Delivery for Truist Financial Corporation. She oversees Wealth’s platform ecosystem strategy, digital strategy, customer service and operational functions to drive efficiency and elevate client and employee experiences. Her organization delivers cross-functional initiatives and client-centric delivery that drives the purpose-driven wealth experience.

Prior to joining Truist, Heather held various positions across product management, relationship management, customer implementation, customer service, and operations. Her roles have spanned retail banking, wholesale banking, payments and wealth management.

Heather was a presidential scholar, earning her B.S. in business administration from High Point University and her M.B.A. from Wake Forest University.

Cece leads first-line oversight, governance, and risk execution for Truist Wealth, covering brokerage, investment advisory, fiduciary, and trust services. 

Previously, she held senior compliance and legal positions where she managed complex regulatory matters and led regulatory strategy and internal investigations. Earlier in her career, Cece was in private practice focused on securities regulation and enforcement and held various roles with the NASD in Washington, DC.  She began her career in compliance, holding various securities and insurance licenses. 

She holds a BS in Finance from Trinity University and a JD from American University’s Washington College of Law.    

Leah is responsible for the strategy and delivery of investment expertise and solutions for Truist clients. Together, the Investment Advisory Group, Investment Consulting Investment Management and Financial Planning groups form a team of experienced professionals who provide unique insights, compelling strategies, and actionable guidance to help clients meet their goals.

Leah’s wealth management experience includes sales strategy, client experience, advisor productivity and growth initiatives, and origination and distribution of investment solutions for high-net-worth individual and institutional investors.

Leah earned her BA from the College of William and Mary. In addition, she has attended the Securities Industries Institute at the Wharton School of the University of Pennsylvania, and is a graduate of the CBA Executive Banking School.