Charlie Keene

Charlie Keene, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

401 Commerce St

Suite 4400,

Nashville, TN 37219-2405

About me

Background

For more than 17 years, Charlie Keene has helped clients work toward their financial goals by carefully listening to and understanding their unique needs before determining investment strategies appropriate for their goals and risk tolerance. As a CERTIFIED FINANCIAL PLANNER™ professional, he has learned that effective and comprehensive planning is essential to achieving lasting financial success.

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

Education

Finance Degree
Belmont University

Personal Interests

In addition to spending time with family, Charlie enjoys golf, travel, and serves on various local boards.

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

To
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