Dean Channell

Dean Channell, AAMS®
Financial Advisor Private Client Group Truist Investment Services, Inc.

3506 Glenwood Ave

Suite 400,

Raleigh, NC 27612-4935

About me

Background

I focus on educating my clients and creating investment portfolios tailored to their individual needs and risk levels. My goal is to ensure that they understand what they own and why they own it, which helps them hold the course during times of market volatility. I joined BB&T Scott & Stringfellow, now Trusist, in 1997 after spending 13 years in fundraising.

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

Education

Finance
Virginia Tech

Personal Interests

My wife, Kathy, and I have four grown children. In my free time, I enjoy playing golf and spending time with family and friends.

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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