Brett K. Staples - Truist Wealth

Charleston, West Virginia

Call (304) 357-5010 Visit website →

About

Brett K. Staples is a Managing Director and Investment Adviser Representative with Truist Wealth who has worked in private banking, trust, and investment advisory for over 30 years. He serves a limited clientele of high-net-worth individuals with a minimum of $1 million in investment assets, offering personalized wealth planning that encompasses financial forecasting, retirement planning, risk management, estate and tax planning, charitable giving strategies, and investment management through an open-architecture platform. His team coordinates with clients' external legal and tax advisors to deliver integrated wealth solutions and provides access to Truist's broader resources, including specialized advisory groups focused on specific professions and life stages.

Firm details

Firm type
Bank-Affiliated
Languages
English
Hours
Sunday: Closed, Monday: 8AM-8PM, Tuesday: 8AM-8PM, Wednesday: 8AM-8PM, Thursday: 8AM-8PM, Friday: 8AM-8PM, Saturday: Closed
SEC registered
No

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