George Boss

George W. Boss, Jr. CRPC®, PPM
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410-4806

George.Boss@Truist.com

Phone 336-370-8461

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About me

Background

George is a Managing Director and Financial Advisor whose team joined Truist investment Services Inc. in 2018. He has more than 27 years in Wealth Management.  He primarily focuses on investment strategies surrounding retirement planning and income solutions for individuals and their families and monitors individual goals through proper risk management and financial planning.

George earned his Bachelor's degree in Marketing and Management from Appalachian State University and also holds the Chartered Retirement Planning Counselor (CRPC®) and Preferred Portfolio Management designations.

George resides in Greensboro with his wife, Kim and has one daughter, Whitney.

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

Education

BSBA
Appalachian State University 1983 1987

Personal Interests

George enjoys travel, golf, tennis and music.

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

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