Chad Link

Chad Link
Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.
The Williams-Knust Group of Truist Investment Services, Inc.

34901 Emerald Coast Parkway

Destin, FL 32541

About me

Background

Chad Link is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 17 years of financial services, retirement planning, and investment management experience. His primary focus to is help guide clients to and through retirement by understanding both their personal and financial goals. Chad started at Truist in 2010, and spent the majority of his career as a financial planner for Truist Wealth before joining the Williams & Knust Group.

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

Education

Bachelor of Science
University of Georgia 2005

Personal Interests

Chad is married to his wife, Gabriela, and they have two children, Landon and Cameran. He loves spending time with his family at the beach and playing golf in his spare time. 

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 and/or wealth 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

Locations

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