Caylen Baire

Caylen J Baire
Vice President Financial Consultant Truist Investment Services, Inc.

300 Summers Street

1st Floor,

Charleston, WV 25301

About me

Background

Caylen is a Vice President and Financial Consultant for Truist Investment Services, Inc. He began his career in the finance industry in 2017. He helps families reach their financial goals by providing personal investment management, risk tolerance and planning to provide wholesome service. He collaborates with Premier Advisors, Bankers and Financial Advisors to give his clients a well-rounded experience. His expertise involves developing appropriate risk tolerance investment portfolios as well as strategies involving planning and goal setting for the present and future.

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

Education

B.S in Health and Exercise Science
Roanoke College 2014

Personal Interests

Caylen is a West Virginia native and enjoys spending time with his family, traveling, reading, and watching sports.

Specialties

  • 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

  • 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

Truist Performance Award
Truist 2021 Internal
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

Locations

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