Gordon Grimes

Gordon W. Grimes, II CFP®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

3605 Glenwood Ave

4th Floor,

Raleigh, NC 27612-3908

About me

Background

Gordon Grimes is a Financial Advisor with Truist Investment Services, Inc.  He offers clients more than 25 years of comprehensive wealth management experience, using a team approach which brings together specialists in the following areas: Investment Management, Financial Planning, Credit Solutions, Business Succession, Insurance and Estate Strategies.

Gordon has earned the CERTIFIED FINANCIAL PLANNINGTM designation. He received his certificate in financial planning from Duke University.  Gordon holds himself accountable to recommend strategies with his clients’ needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists but also highly attentive service and coordination of resources.  He takes the time to get to know his clients and gains an understanding of the critical aspects of their financial life.

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

Education

Bachelor of Science
Bluefield University 1990 1994
Certificate in Financial Planning
Duke University 2005 2006

Personal Interests

Gordon earned his bachelor’s degree from Bluefield University and is involved in a number of non-profit organizations.  He’s the former chairman of the Board of Trustees and current ex officio member, the past chairman of the Parkinson’s Center of Raleigh, a current board member and long-term supporter of Dress For Success Triangle, and a Trustee, Deacon and active member of Hayes Barton Baptist Church.  

Gordon and his wife, Lora, have three beautiful children, Sarah, Will & Jacob.

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

  • 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

Accomplishments

Truist Performance Award*
Truist 2019
Truist Performance Award*
Truist 2020
Truist Performance Award*
Truist 2021
Truist Performance Award*
Truist 2022
*The Truist Performance 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, our Performance Promise, and revenue.
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