Charles Rusmisel

Charles E. Rusmisel
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1201 S Craig Ave

Covington, VA 24426-2237

About me

Background

Charles Rusmisel is a Financial Advisor with Truist Investment Services, Inc. providing comprehensive financial advice to individuals and small businesses for 28 years. He began his career as a bond trader and now offers consultative guidance to clients using his experience and knowledge of financial products to help them achieve their financial goals, ranging from college planning to financial independence in retirement. Through partnerships with his client’s legal and tax consultants, Charles assist them with a focus on estate management, tax avoidance, and risk management.  

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

Education

BA International Studies
Virginia Polytechnic Institute and State University 1990 1992

Personal Interests

Charles is a highly involved individual in his local community, having served on the board of the Alleghany Highlands Chamber of Commerce, Greater Alleghany United Fund, Alleghany Highlands YMCA, Alleghany Highlands Youth Soccer Association, and Alleghany Highlands March of Dimes. He is also an active member of Temple Baptist Church, serving as a deacon and on several committees. Charles volunteered as a soccer and wrestling coach for 20 years—working with athletes, from recreational sports to high school—and currently the head wrestling coach for Clifton Middle School.  

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

  • 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

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