Robert Brown
Officer, Portfolio Management Officer at Truist Investment Service, Truist Wealth
- Role
- Officer, Portfolio Management Officer at Truist Investment Services, Inc at Truist Wealth
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Robert Brown
Robert Brown started his career in the financial services industry in 2016 and joined Scott & Stringfellow in May of 2018. Robert earned a B.B.A in Business Management and Business Marketing from Texas Tech University. Robert is originally from Waco, Texas and currently resides in Fort Worth, TX. When Robert is away from work, he enjoys attending sporting events, running, fishing, and spending time with family and close friends. Robert and his team focus on providing customized wealth management services to affluent individuals, business owners, corporate executives, and foundations. At Truist Investment Services, Inc, Robert and his team create an investment strategy, tailored to each client\'s specific situation, to help them attain their financial goals and objectives. Robert and his team feel personally devoted to your financial success and genuinely care about your future. Robert spends the necessary time with each client, to develop a detailed picture of their life, incorporating the individuals that they care about and love. Robert works with his clients to create a personalized strategy that will guide their investment approach, and helps them to implement and maintain those strategies to achieve their goals and aspirations.
Experience
Officer, Portfolio Management Officer at Truist Investment Services, Inc
Feb 2021 — Present
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept 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 Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
University of Chicago Booth School of Business Executive Education
CIMA Designation
2019
Texas Tech University
Bachelor's Degree
2009 — 2013
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