Don Bescher

Don Bescher, III CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Clearfork Financial Group of Truist Investment Services, Inc.

5128 Apache Plume Rd

Suite 340,

Fort Worth, TX 76109-1540

About me

Background

Don Bescher joined Truist’s predecessor firm, BB&T Scott & Stringfellow, following a 20-year career at Merrill Lynch, and founded the Clearfork Financial Group in June 2018. The group is comprised of an amazing team of professionals—Mary Kay Elliott, Michelle Dees, and Brock Peters—all of whom are committed to providing an elite level of service for a select group of clients.

Don has received a number of accolades for my performance, including being recognized by Forbes as a Best-In-State Wealth Advisor for Texas in 2018*. He holds his Chartered Retirement Planning Counselor℠ (CRPC®) designation and believes that you’re never too busy to be a lifelong learner.

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

Education

Bachelor's of Science in Finance and Philosophy
Texas A&M University

Personal Interests

Don met his wife, Kirsten, while studying finance and philosophy at Texas A&M. Kirsten is a registered nurse, who worked in the pediatric intensive care unit at Cook Children’s Hospital for more than ten years and is a substitute school nurse. They have two children: a son, who is a junior, and a daughter, who is a freshman, at Texas A&M. Their family attends Christ Chapel Church, loves to travel and play dominoes, and supports several local charities.

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

  • 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

Accomplishments

Best-in-State Wealth Advisors*
Forbes 2018
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.
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