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Adam VanDamme

Adam VanDamme, CRPC®
Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.
The Cypress Group of Truist Investment Services, Inc.

101 N 3rd St

3rd Floor,

Wilmington, NC 28401-4034

avandamme@truist.com

Phone 910-392-8370

Fax 910-251-6565

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About me

Background

Adam VanDamme is a Financial Consultant with Truist Investment Services, Inc. Adam started his career in the financial services industry in 2005 at Farmers Insurance, and has worked for several firms including an internship with The Brinkley Financial Group of Truist Investment Services, Inc. Upon completion of his Bachelor of Business Administration degree with a concentration in Finance from UNCW, Adam went to work for UBS in Charlotte, NC. He joined the Brinkley Financial Group (now The Cypress Group of Truist Investment Services, Inc.) in 2017 and is responsible for portfolio and relationship management. In addition, Adam assists clients with the EMPOWER process, a goals-based financial planning tool designed to help them stay on track.

 Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration - Finance
University of North Carolina at Wilmington

Personal Interests

Adam enjoys golfing, disc golf, being outdoors and being on the water.

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

  • 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

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