Joseph DuMontier

Joseph D. DuMontier
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Parks DuMontier Financial Group of Truist Investment Services, Inc.

2501 20th Place South

Suite 101,

Birmingham, AL 35223

JDumontier@truist.com

Phone 205-445-2247

Fax 205-445-2275

Get directions

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About me

Background

Joey DuMontier is a Financial Advisor and Managing Director based in the Birmingham office of Truist Investment Services, bringing in over two decades of experience in wealth management and investment consulting. He began his career in 2000, joined Merrill Lynch’s Private Client Group in 2005, and transitioned to Truist in 2019.

Joey specializes in delivering comprehensive, goal-based financial strategies tailored to high-net-worth individuals, families, business owners, and institutions. His experience includes asset allocation design, manager selection and due diligence, performance analysis, and the implementation of sophisticated risk management and hedging strategies. He also provides guidance on retirement planning, portfolio construction, and long-term wealth preservation.

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

Specialties

  • 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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