Jim Brennan

Managing Director & Senior Wealth Advisor @Truist Wealth

Tampa, FL, US
EMAILS
j••••••••@truist.com
MOBILE NUMBERS
+14•••••••61

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WORK HISTORY

Oct 2021 — Present

Managing Director & Senior Wealth Advisor @Truist Wealth

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Tampa, FL, US

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will notaccept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc,member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation.Securities and insurance products or annuities sold, offered or recommended by Truist InvestmentServices are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federalgovernment agency and may lose value. Not all products and services are available in all states andfinancial advisors for Truist Investment Services may only conduct business in states and jurisdictionswhere they are properly registered. Therefore, a response for information may be delayed. Investorsoutside of the United States are subject to additional securities and tax regulations within theirapplicable jurisdictions that are not addressed on this site. For more information please contact yourfinancial advisor. For additional important disclosures, please visit:

EDUCATION

1986 — 1988

St. John's University, Queens, NY

Bachelor of Science (BS), Accounting and Finance

1993 — 1996

St. John's University- Jamaica Queens, NY

Master of Business Administration (MBA), Accounting and Business/Management

SKILLS

WealthAsset ManagementFinancial PlanningInvestmentsEstate PlanningAlternative InvestmentsManagementWealth ManagementFinancial ModelingWealth Management ServicesFinancial AnalysisDue DiligenceHigh Net Worth IndividualsFinanceStrategic Financial PlanningInvestment AdvisoryPortfolio ManagementAsset Allocation

ABOUT JIM BRENNAN

Managing Director & Senior Wealth Advisor Truist Wealth

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Jim Brennan — Email, Phone Number & Contact Info | Unifers