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
About me
Background
Joey DuMontier is a Managing Director in the Birmingham office with Truist Investment Services, Inc. Joey began his career in in 2000, transitioned to Merrill Lynch Private Client Group in 2005, and in 2019 moved to his current role with Truist Investment Services, Inc. His primary responsibilities include creation of asset allocation models, manager screening, performance evaluation, hedge/risk management strategies, goal-based planning, retirement planning and portfolio development. He is a consultant throughout the Southeast for wealth clients, small businesses, business retirement plans and foundations.Personal Interests
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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