Brent Martin

Brent Martin, CFP®
Senior Vice President Wealth Regional Managing Director Truist Bank

214 North Tryon Street

33rd Floor,

Charlotte, NC 28202

BJMartin@Truist.com

Phone (704) 954-1128

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About me

Background

Brent Martin is the Regional Director for the Metrolina Wealth Region, with 30 years of experience in the financial industry. He leads a highly skilled team that specializes in the planning, investment, and wealth banking needs of corporate executives, high-net-worth families, and business owners.

Brent advises clients through multiple life events, including succession planning for multigenerational family businesses, taking closely held companies to market, facilitating gifting techniques for various charitable intentions, and providing comprehensive financial planning for Fortune 500 corporate executives.

Brent is a CERTIFIED FINANCIAL PLANNER® professional.

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

Education

B.A.
UNC - Chapel Hill 1991

Personal Interests

Brent earned a BA from the University of North Carolina at Chapel Hill. He's served on the boards for the Westminster Ministries Foundation and the Care and Rescue Center of York County, SC. He's also a member of the Financial Planning Association.

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