Allen Dukes
Vice President
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
4068 South Amherst Highway
Madison Heights, VA 24572-5997
About me
Background
Education
Personal Interests
Allen serves on the board of directors for the Home Builders Association of Central Virginia, coaches lacrosse, and enjoys hunting and fishing.
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
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
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
Top-notch service delivery and support for the private banking needs of business-owners
Recommended Resources
Economic Data Tracker Crude oil and geopolitical events overshadow solid U.S. economy
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Special Commentary The Washington brief
Emerging midterm dynamics and legislative bottlenecks
Market Perspective Another V-shaped rally – What the data says now
A historic rally. Does it have legs? Is tech regaining leadership? What does the weight of the evidence point to now?