Dean Channell

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

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

Dean.Channell@Truist.com

Phone 919-706-4488

Fax 919-571-9604

Get directions

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About me

Background

Dean Channell focuses on educating his clients and creating investment portfolios tailored to their individual needs and risk levels. His goal is to help clients understand what they own and why they own it, which helps them hold the course during times of market volatility. Dean joined Truist's heritage firm, BB&T Scott & Stringfellow, in 1997 after spending 13 years in fundraising.

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

Education

Finance
Virginia Tech

Personal Interests

Dean and his wife, Kathy, have four grown children. In his free time, he enjoys 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

Locations

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