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Glen Duggan

Glen A. Duggan
Financial Advisor Private Client Group Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

Glen.Duggan@Truist.com

Phone 404-264-6817

Fax 404-264-6801

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About me

Background

For over 25 years, Glen Duggan has focused on developing strategies and recommendations based on his clients’ risk tolerance, time horizon, liquidity needs and overall investment goals. Using modern portfolio theory, including asset allocation and diversification, Glen develops lasting relationships with and provides attentive service to a select group of affluent clients. His focus is on helping them through the more complex issues of wealth management, including the day-to-day operations of their investments and liabilities with regards to retirement and education planning, as well as trust and estate concerns.

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

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

  • 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

Locations

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