Brett Staples

Brett K. Staples
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

300 Summers Street

Suite 120,

Charleston, WV 25301-0001

Brett.Staples@Truist.com

Phone 304-357-5010

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About me

Background

Brett is a Managing Director and Financial Advisor with Truist Investment Services, Inc., having served in advisor and senior management roles in the private banking, trust, and investment arenas for more than 30 years. His team focuses on serving as trusted advisors to a relatively small number of high-net-worth clients. For new relationships, they consider prospective clients who prefer to have minimal involvement in the day-to-day management of their wealth and have at least $1Mln in their investment portfolio. By concentrating on a limited number of clients, Brett’s team is able to provide personalized attention and maintain a high standard of quality in all that they deliver. The team also collaborates closely with each client’s legal and tax advisors to further ensure the delivery of cohesive and comprehensive wealth solutions tailored to their clients’ needs.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Masters of Business Administration
West Virginia University 2001
Bachelor of Science in Business Administration - Finance
West Virginia University 1990

Personal Interests

Brett has been involved in a number of community organizations through the years, including United Way, Capitol Market, Boy Scouts of America and Rotary International. He currently serves on the board of directors for The West Virginia Education Alliance and West Virginia Fund for the Arts, having previously served as chair of the board for both. He's the proud father of three boys and an active private pilot.

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