The Brick City Group of Truist Investment Services, Inc. The Brick City Group of Truist Investment Services, Inc.

The Brick City Group of Truist Investment Services, Inc.

4414 SW College Rd

Suite 1450,

Ocala, FL 34474-0002

brickcitygroup@truist.com

Phone 352-390-2825

Fax 352-854-3303

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Who we are

The Brick City Group of Truist Investment Services, Inc. operates under the key value that everyone and every moment matters. This principle allows for a deeply personal connection with our clients and their families. We go beyond the exterior to understand dreams and aspirations of each family we encounter to help foster positive outcomes.

Much of where we have been directs where we will be going. These experiences create judgments and beliefs that result in decision making for our clients. As advisors, our role is to understand that these past experiences create a vision of the future, and together, navigate you through a plan to address these aspirations. With a strategic process that keeps our eyes on the target, we can help bring you financial confidence for what is to come.

Our philosophy is one that gets to the heart of our clients’ desires. By understanding the details that matter to our clients and their families, together we can help create a path to a fulfilling life.  

Our Team approach takes into account three main principles:
  1. Authenticity: We have real interactions with our clients and their families.
  2. Logic: Our judgement and competence is tailored to each specific situation.  
  3. Empathy: Our differentiator is we care. Your story matters to us.
We measure success by the quality of relationships we share with individuals and families. By delivering on our core values, we deliver on the “why” of our Team Purpose: Helping lead clients to live truly fulfilling lives.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

The Process
  • Discovery: We start by asking you the right questions and intently listening to the answers, striving to clearly learn your individual dreams and expectations, challenges and fears, plans for today, and vision of the future.
  • Analysis: Using the discovery information, we design your custom roadmap to address the identified short-and long-term goals. 
  • Advise: After evaluating strategies and identifying an action plan we work to distill a complex universe of financial choices down to a few critical actions that will help positively impact your future. We then help you prioritize those actions, so you can strive to achieve them.
  • Oversight: Regular plan review is critical, especially in the context of your evolving needs and changing economic factors.
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