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Brian Z
Series 66
Lexington, SC
Truist Advisory Services
Brian Zarnick is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
Robert D
CFP®, Series 63, Series 66
Lexington, SC
Truist Advisory Services
Robert Doebler is a CFP® professional with three years of industry experience, currently with Truist Advisory Services in Lexington, SC. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and First Citizens BancShares. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering a range of asset allocation, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches and relies on integrated inter-affiliate arrangements across its platform.
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