Dylan Price

Dylan Price
Financial Advisor Private Client Group Truist Investment Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

As a Financial Advisor with Truist Investment Services, Inc., Dylan Price advises clients on the development and implementation of investment strategies to help them meet their immediate and future goals. By leveraging every member of the team, they are able to provide a holistic approach to their clients’ investment needs including financial planning, credit, and estate strategies. 

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

Education

Bachelors of Science in Economics (Specializing in Investment Management)
The University of Alabama 2012 2016

Personal Interests

Dylan is originally from Naples, FL and is a third generation financial advisor. He and his wife, Kiley, enjoy spending time with family, travelling, and are members of Mercy Church in Charlotte. He is also an active member of the Charlotte Economics Club.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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.

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