Ali Mahbod,
AAMS®, AWMA®, CFP®
Vice President
Financial Consultant
Truist Investment Services, Inc.
9919 Haynes Bridge Rd
Alpharetta, GA 30022
About me
Background
I’m a financial planner who partners with families to help understand what truly matters to them — their goals, their values, and the legacy they want to build. I help simplify the complex, protect what they’ve worked for, and create a personalized financial plan that supports the life they want today and for generations to come.Education
Personal Interests
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
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
Top-notch service delivery and support for the private banking needs of business-owners
Recommended Resources
Market Navigator April 2026 edition
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Special Commentary Iran Conflict Update - Navigating Uncertainty With Discipline
Join us as our experts discuss the Iran conflict, its implications for the economy and markets, and what matters most right now.
Market Pulse U.S. economic indicators show “divergence”
Market views heading into the week highlight what we're watching and important news ahead.