Robert Brown, CIMA®

Robert Brown, CIMA®

Financial Associate

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  • Timeline

  • About me

    Officer, Portfolio Management Officer at Truist Investment Service, Truist Wealth

  • Education

    • University of Chicago Booth School of Business Executive Education

      2019 -
      CIMA Designation
    • Texas Tech University

      2009 - 2013
      Bachelor's Degree Business Management & Business Marketing
  • Experience

    • Thrivent

      Feb 2015 - Nov 2015
      Financial Associate
    • Merrill Lynch

      Jan 2016 - May 2018
      Financial Advisor
    • BB&T Scott & Stringfellow

      May 2018 - Feb 2021
      PCG Portfolio Management Officer

      BB&T Securities, LLC, member FINRA/SIPC, is a wholly owned nonbank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities 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 BB&T Securities 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 www.bbtsecurities.comwww.bbtsecurities.com Show less

    • Truist Wealth

      Feb 2021 - now
      Officer, Portfolio Management Officer at Truist Investment Services, Inc.

      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: https://www.truist.com/wealth/tis-disclosure Show less

  • Licenses & Certifications

    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute
      Feb 2020
  • Volunteer Experience

    • Volunteer

      Issued by Shriners Hospital for Children Baseball Classic
      Shriners Hospital for Children Baseball ClassicAssociated with Robert Brown, CIMA®