Edwin Garcia
Vice President
Financial Consultant
Truist Investment Services, Inc.
100 Crescent Court
10th Floor,
Dallas, TX 75201
About me
Background
Edwin is a Financial Consultant with Truist Investment Services, Inc. He has been with Truist for over 10 years with more than 15 years of experience in the financial services industry. He holds FINRA Series 7, Series 65, Series 63 licenses, and the Texas Life and Health Insurance registration. Edwin specializes in assisting individuals and families with wealth management and retirement planning by providing a tailored financial strategy for their unique needs. Edwin was born in Zacatecas, Mexico and grew up in Irving, Texas. He earned his Associate’s degree at Northlake College.Education
Personal Interests
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
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking 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
Recommended Resources
Market Pulse December 1, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – December 1, 2025
Market views heading into the week of December 1, 2025 highlight what we're watching and important news ahead
Economic Data Tracker Thanksgiving travel surge and lots to be thankful for
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – November 26, 2025.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 26, 2025.
Market Pulse November 24, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – November 24, 2025
Market views heading into the week of November 24, 2025 highlight what we're watching and important news ahead.