Al Fiedler

Al Fiedler, CFP®
Vice President Financial Advisor Truist Investment Services, Inc.
The Broadview Group of Truist Investment Services, Inc.

2 W. Washington St.

Suite 803,

Greenville, SC 29601

Al.Fiedler@Truist.com

Phone 864-342-8635

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About me

Background

Al Fiedler is a Financial Advisor for The Broadview Group of Truist Investment Services Inc., with five years of financial services experience. He works with a team of knowledgeable teammates to help clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and helping to provide an active relationship and risk management. Al’s daily goal is to put clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to make a positive impact on his clients’ lives by being a guide and helping to address their short- and long-term goals throughout life’s journey.

Al strives to help individuals—and make communities a better place to live, work, and play—by improving conditions, teaching a belief in one’s self, and encouraging people to achieve more than they ever thought they could.

He holds a CERTIFIED FINANCIAL PLANNER® designation along with his Series 7 and 66 securities registrations and accident and health insurance licenses.

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

Education

Master of Business Administration
Clemson University 2018
Bachelor of Science, Kinesiology
Michigan State University 2012

Personal Interests

Al earned a B.S. from Michigan State University and an MBA from Clemson University. He's a member of the Red Shoe Society, supporting Ronald McDonald House Charities of the Carolinas, and participates in City of Greenville youth sports .Outside of work he enjoys spending time with his Wife, Molly and two young children, Henry and Ella.

Specialties

  • 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

  • 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

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

Locations

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