Geoff  Turner

Geoff C. Turner
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

33 Bull St

Suite 300,

Savannah, GA 31401-3316

About me

Background

Geoff Turner is a Managing Director and Financial Advisor with over 20 years of experience working on the complex investment, retirement and financial planning needs of affluent individuals, families and business owners. He believes in working with his clients in a collaborative manner in order to understand the specific needs of his clients and in turn formulate, explain and execute individualized strategies in a way that clients truly feel part of the process. 

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

Education

Bachelor of Arts, History
Rhodes College 1995 1999

Personal Interests

Geoff lives in Savannah with his wife, Susan, and children, Grayson, Grant & Caroline. He is an active member of the Savannah community and has previously served on the boards of many local non-profits. In his spare time, he enjoys fishing, golf, boating, and, most of all, travelling and spending time with family. 

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

  • 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

Sterling Performance Award*
BB&T now Truist 2017
*The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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