Chad Link

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

11400 Panama City Beach Pkwy

Panama City Beach, FL 32407

chad.link@truist.com

Phone 850-898-8790

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About me

Background

Chad Link is a Financial Consultant at Truist Investment Services, Inc. and offers clients 20 years of financial services, retirement/cash flow planning, estate planning, and investment management experience. His primary focus is to help guide clients to and through retirement by gaining a deep understanding of both their personal and financial aspirations and then implementing strategies that help them achieve those goals.

Chad joined Truist's predecessor firm, SunTrust, in 2010 and spent the majority of his career as a financial planner for SunTrust Private Wealth before joining The Coastal Group of Truist Investment Services.

His clients are further served by his professional support team, which includes Russell Morrison and Sally Henderson. They can be reached by the phone or email information below.

Russell Morrison, Registered Client Service Associate
850-898-8783
Russell.Morrison@Truist.com

Sally Henderson, Client Service Associate
850-898-8789
Sally.Henderson@Truist.com

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 is passionate about spending time with his family, enjoying the beaches of the Emerald Coast and playing golf.

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

  • 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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