Aaron Brown

Aaron M. Brown
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1000 W Ehringhaus St

Elizabeth City, NC 27909-6949

aaron.brown@truist.com

Phone 252-335-0756

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About me

Background

Aaron Brown is a Vice President with Truist Investment Services, Inc. He offers clients more than 16 years of financial services, retirement planning, and investment management experience. 

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

Education

Bachelor of Science in Business Administration Major in Finance with a concentration in Financial Planning
Western Carolina University 2006

Personal Interests

Aaron and his wife Kasey have two daughters. Outside of the office Aaron enjoys spending time with this family and any activity on the water. 

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 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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