John Riley

John E. Riley, IV AAMS®, CFP®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.
The RLR Financial Group of Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410-4806

About me

Background

John Riley is a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional, and partner in The RLR Financial Group of Truist Investment Services, Inc. John works directly with clients to create and implement comprehensive financial plans, tailored investment strategies and wealth management solutions. He began his career in the financial services industry in 2010 and joined Truist Wealth in 2015.  

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

Education

B.A. in Economics
Virginia Tech 2009
MBA
University of North Carolina at Greensboro 2011

Personal Interests

John and his wife live in Greensboro and have two children. Outside of the office John enjoys spending time with his family, serving on the boards of the Greensboro Symphony and Vivace, traveling, hunting, cooking and swimming. 

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

Accomplishments

40 Under Forty*
Triad Business Journal 2020
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    *The Triad Business Journal selects awards nominees based off the following criteria: The individual must be a leader within his or her organization, have had significant career achievements, have substantial community involvement outside his or her day-to-day job, cannot not be a previous winner, and the nominee must work and be civically engaged in the Triad community of North Carolina. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.