Coble-Carroll Financial Group of Truist Investment Services, Inc. Coble-Carroll Financial Group of Truist Investment Services, Inc.

Coble-Carroll Financial Group of Truist Investment Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

Who we are

The Coble-Carroll Financial Group of Truist Investment Services, Inc. is an integrated advisory practice that helps its clients realize financial success by following a tailored and sound financial management approach that includes comprehensive solutions and collaboration with its bank partners. The group’s disciplined and assiduous investment process removes emotions from decision making and replaces them with patience and diligence. They incorporate an appropriate level of risk to help meet the complex financial needs of affluent individuals, families, business owners, corporations and executives.
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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

  • 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

Jason Coble
Jason Coble
Managing Director
Katie Hayes
Katie Hayes
Business Development Officer
Diana Villegas
Diana Villegas
Registered Client Service Associate
Every individual and business is on a unique journey. The group believes that creating a customized plan is critical to setting an investment strategy that will help clients navigate the voyage to their desired destination. Whether the focus is on individual or business assets, their comprehensive planning addresses retirement, wealth, tax, cash flow, risk, estate, and legacy planning. 

The group’s investment philosophy focuses on fundamental analysis, earnings quality, cost efficiency, risk adjusted returns, diversification, and tax optimization. They take the information from the discovery session, incorporate its philosophy into each portfolio, and implement a strategy that works for the client’s financial situation, risk, time horizon and goals. Using a disciplined management approach, the group monitors the performance and risk of each portfolio and makes as-needed adjustments to maximize both yield and growth to help ensure the greatest likelihood of the client reaching their financial milestones. 
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