Allen Brooks

Allen C. Brooks Jr.
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

2120 Langhorne Rd

Lynchburg, VA 24501

allen.brooks@truist.com

Phone 434-847-3865

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About me

Background

Allen Brooks is a Financial Consultant and founding member of The Dukes & Brooks Group of Truist Investment Services, Inc. Since 2000, Allen has been working with clients in the areas of financial services, retirement planning and investment management.  Allen’s process begins when he spends time listening to his clients.  By taking time to understand what is important to them, Allen strives to make suitable recommendations based on the clients’ needs and goals, with success defined on his clients’ terms. This disciplined approach allows Allen’s clients to feel comfortable in the investment strategies and other key recommendations Allen and his team prepare.

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

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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 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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