Andrew Stroer

Andrew J. Stroer
Vice President Business Development Officer Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mt. Pleasant, SC 29464

andrew.stroer@truist.com

Phone 843-958-2754

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About me

Background

Andrew serves as Business Development Officer with The Kazley Financial Group of Truist Investment Services, Inc.  Bringing 23 years of experience in the financial services industry, Andrew’s primary focus is coordinating the team to help empower clients to address their financial and personal goals, while also providing essential support to the Financial Advisors. Andrew takes pride building strong relationships with each client and strives to provide a notable experience. Before joining Truist, Andrew was a Financial Advisor at Edward Jones and Wells Fargo, where he developed a deep understanding of financial markets and laid the foundation for his career.

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

Education

Bachelor of Arts, Anthropology
University of Georgia 2011

Personal Interests

A native of Athens, GA, Andrew now resides in Mount Pleasant, SC with his wife Shanon. They have a large family all over the world including 18 nieces and nephews in the U.S. and the U.K.  Andrew enjoys the outdoor life, including scuba diving, hiking, nature photography, kayaking and relaxing on nearby South Carolina beaches with family and friends.

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 needs of business-owners

Locations

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