Wealth Leadership Team

Brian is responsible for leading teams who deliver holistic wealth management and institutional advisory solutions to affluent, high and ultra-high net worth individuals, families and business owners in the U.S. and abroad. He also oversees Foundations and Endowment—a specialty practice with more than a century of experience serving not-for-profit organizations.

Brian is a member of the Truist Operating Council. He also serves as Chairman of the board of directors for Truist Investment Services, Inc. and Truist Advisory Services, Inc., and serves on the board of directors for Truist Securities, Inc.

He has held increasingly senior positions in financial services and technology investment banking throughout his career. Prior to joining Truist Wealth, he served as head of middle market financial sponsor coverage at SunTrust Robinson Humphrey.

Brian is a champion for the company’s philanthropy and volunteerism and serves on the board for the Atlanta Area Council of the Boy Scouts of America.

He earned a bachelor’s degree from the University of Virginia and a Juris Doctor from Washington & Lee University.

Bryan leads the wealth brokerage business, Truist Investment Services, Inc., which is responsible for delivering investment, planning and wealth management strategies designed to meet the unique needs of Truist Wealth clients.

Previously, he served as President of the Private Client Group and BB&T Investments, as well as President & CEO of BB&T Securities. With more than 25 years of experience, Bryan has held a variety of key leadership positions managing the firm’s combined operational, technology, product and brokerage platforms.

Bryan earned his BS from the University of Colorado at Boulder. In addition, he attended the Securities Industries Institute through the Wharton School of Business, and the BB&T Banking School at Wake Forest University.

John is responsible for the Trust, Financial Planning and Investment Advisory Teams.  With more than 35 years of industry experience, he’s led many aspects and specialties of the Private Wealth Management business, including several of our key markets. 

John is a Member of the Truist Affiliated Foundations Board and The New World Symphony of Miami Beach, Florida. His other interests are centered on child advocacy issues and mentoring young adults. He also served on the board of LifeYield, a technology company based in Boston, Atlanta Police Foundation, as well as Director of the Trust Management Association. 

John earned his BA/BS from Shepherd University.

Jeff leads our Truist Wealth Advisory and Institutional Advisory Solutions business which is comprised of the Specialty Wealth Groups, Institutional, Foundations and Endowments, Corporate Trust businesses and Wealth Advisory Support teams.

Prior to transitioning into his current role, Jeff was Executive Vice President of Specialty Wealth Management for Truist. In 2021, the Atlanta Business Chronicle named him one of the 30 most influential people in Sports and Entertainment in Georgia. Jeff is on the board for the Atlanta Sports Council and was named chair of the board for 2023 and 2024.

He earned a Bachelor of Science degree in Management from La Salle University and an MBA in Finance from Niagara University.

Leah is responsible for the strategy and delivery of investment expertise and solutions for Truist clients. Together, the Investment Advisory Group, Investment Consulting Group, Wealth Brokerage and Retirement Products, and Digital Investing form a team of experienced professionals who provide unique investment insights, compelling strategies, and actionable guidance to help clients meet their investment goals.

Leah’s wealth management experience includes sales strategy, client experience, advisor productivity and growth initiatives, and origination and distribution of investment solutions for high-net-worth individual and institutional investors.

Leah earned her BA from the College of William and Mary. In addition, she has attended the Securities Industries Institute at the Wharton School of the University of Pennsylvania, and is a graduate of the CBA Executive Banking School.