Alex Baskervill

Alex Baskervill, CFP®
Officer Financial Consultant Private Client Group Truist Investment Services, Inc.

230 Herndon Pkwy

Herndon, VA 20170-4400

About me

Background

Alex Baskervill is a Financial Consultant with Truist Investment Services, Inc. He offers his high-net-worth clients over a decade of financial services experience with knowledge of banking, financial planning, investment management, portfolio construction, and estate planning. Alex works with his clients to educate them on their current financial situation, helps them clarify their goals and creates a comprehensive financial plan as a roadmap for their important financial decisions. He designs, implements and reviews a customized wealth management strategy that helps clients address their goals. 

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

Education

Bachelor of Science
North Carolina State University 2011

Personal Interests

In his spare time, Alex likes to spend time with his wife and two daughters, Elle & Emmie. He enjoys mountain biking, hiking, skiing and eating at local restaurants with his family.

Specialties

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

  • 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.

  • 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

  • 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.

To
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