Alicia Zmuda

Alicia A. Zmuda
CFP®, CLU®
Financial Advisor Truist Investment Services, Inc.
The Broadview Group of Truist Investment Services, Inc.

2 W Washington St,

Suite 803,

Greenville, SC 29601-2735

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About me

Background

I offer more than 20 years of experience in the investment industry, focusing on building investment and insurance strategies to help meet my clients’ life and legacy goals. I lead the team in the analysis and implementation of client strategies in the areas of insurance, asset and income protection, and estate planning. Having earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Life Underwriter® (CLU®) designations, my unique insight helps establish that our clients are best positioned to protect and preserve their retirements and family wealth for generations.

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

Education

Bachelor's Degree in Psychology
State University of New York at Fredonia
Master's Degree in Education/Counseling
Saint Bonaventure University
Postmaster’s Certification in School Business Administration
State University of New York at Fredonia

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

  • Top-notch service delivery and support for the private banking 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

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