Chad Gerber

Chad J. Gerber, CFP®
Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.

1445 New York Ave NW

4th Floor,

Washington, DC 20005

chad.gerber@truist.com

Phone 202-879-6392

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About me

Background

Chad is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 25 years of financial services, retirement planning, and investment management experience. Chad has spent his entire career with Truist or one of its predecessor firms. Chad is a part of The Gletner Group of Truist Investment Services, Inc., which he joined in April of 2000 when it was founded.

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

Education

B.B.A. Economics
James Madison University 1998
Executive Certificate in Financial Planning
Georgetown University

Personal Interests

Chad lives in Bethesda Maryland with his wife Becky and his two daughters. When he is not helping his clients address their most important goals, he can be found near a soccer field or at a hockey rink lending a hand or cheering for one of his daughters.

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

  • 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

Locations

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