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Brian R. Martin, CFP®, CIMA®

Background

Brian R. Martin, CFP®, CIMA®, Director, joined Sterling Capital Management in 2016 and has investment experience since 2001. Brian is Head of National Accounts responsible for development of key account relationships of independent broker dealers with the firm. Prior to joining Sterling, he worked as a regional consultant with Columbia-Threadneedle Investments. Brian received his B.A. in Government and International Studies from the University of South Carolina and his M.B.A. from the University of Massachusetts - Amherst. He holds the Certified Financial Planner® and Certified Investment Management Analyst® designations.

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Area of Focus

  • National Accounts

Previous Experience

  • Columbia Threadneedle Investments, Inc
  • Merrill Lynch

Education

  • MBA – University of Massachussets – Amherst
  • BA – University of South Carolina

Affiliations and Professional Licenses

  • CERTIFIED FINANCIAL PLANNER™
  • Investment Management Consultants Association
  • FINRA Series 7, 26, 63 & 65
Brian R. Martin
Brian R. Martin, CFP®, CIMA®

Director

Head of National Accounts

(704) 371-3923

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of BB&T Corporation now Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of BB&T Corporation now Truist Financial Corporation, Branch Banking and Trust Company now Truist Bank or any affiliate, are not guaranteed by Branch Banking and Trust Company now Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.