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Alex Baskervill

Alex Baskervill
Officer Financial Consultant Private Client Group
The Laguarda Group of Truist Investment Services Inc.

230 Herndon Pkwy

Herndon, VA 20170-4400

abaskervill@truist.com

Phone 703-435-1854

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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 financial planning, investment management, 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 reach their goals. 

Registered Representative, Truist Investment Services, Inc., 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

Alex enjoys spedning time with his daughter, Elle, and wife. 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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, 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.

  • 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

  • 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

Accomplishments

President’s Club
2015
President’s Club
2016
President’s Club
2017
President’s Club
2018

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