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

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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.

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

Personal Interests

Joey is involved in the community through his support and work with the Birmingham Zoo, Millsaps College Alumni Board and Vulcan Park. He resides in Homewood, Ala., with his wife, Carla, and three boys: Alden, Spencer and Harrison.

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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