At Truist Investment Services were your trusted advisor. As your Truist Financial advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together well develop a plan designed to meet your goals. I offer my clients more than 30 years of financial services experience, and have earned the professional designations of CRPC. I follow a disciplined process of assessing my clients financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: *Financial Planning *Investment Management *Risk Management *Retirement Planning *Legacy & Estate Strategies *Planning for Major Purchases *Managing Debt *Education & College Planning *Regular Portfolio Rebalancing Series 7, 9/10, 63, 65, and 24 licenses. CRPC designation 