Gavin  Shuck

Gavin Y. Shuck
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Piedmont Group of Truist Investment Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

Gavin Shuck is a Financial Advisor, offering clients more than 23 years of financial services, retirement planning, and investment management experience. 

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

Education

Bachelor of Business Administration, Marketing
Radford University 1989 1993

Personal Interests

Gavin is married, with three children, and is a volunteer leader at Elevation Church. In his spare time, he enjoys being with his family and playing golf. 

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

  • 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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