Brent Detweiler

Brent Detweiler, AWMA®, CRPC®
Vice President Financial Advisor Truist Investment Services, Inc.

175 Palm Bay Rd NE

West Melbourne, FL 32904-8600

Brent.detweiler@truist.com

Phone 321-608-9862

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About me

Background

Brent Detweiler is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 16 years of customer service experience, with 6 years being in the financial services industry. Brent seeks to provide excellent service to his clients with customized and holistic financial planning geared towards their unique lives and goals

Brent focuses on all phases of client’s life, implementing a plan to guide all clients into and through their retirement years. He strives to provide all clients with the best possible support throughout their financial journey. Brent follows a disciplined process to assess each client’s financial picture, determine their risk tolerance along with their short and long term goals to build their unique financial plan.

Brent regularly monitors their plans and periodically meets with them to review their portfolios, assess their goals and understanding life gives us surprises along the way, he adjusts whenever necessary to help ensure they remain on track to their financial well-being. 

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

Education

Bachelors - Financial Planning
Liberty University 2024

Personal Interests

Brent is a devoted husband to his wife, Lauren, of 17 years and father to his son Blake. He enjoys taking family trips to soak up the simplicities of life and make long time memories. Brent is very active in his church and teaches in the kids ministry on Sunday and Wednesdays. Brent is blessed to be in his role and enjoys completing God's work in his calling. 

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

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

Locations

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