Brett K. Staples
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
300 Summers Street
Suite 120,
Charleston, WV 25301-0001
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 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 help ensure the delivery of cohesive and comprehensive wealth solutions tailored to their clients’ needs.
Investment Adviser Representative, Truist Advisory Services, Inc.
*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Education
Personal Interests
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
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
