Joseph Baigas

Joseph F. Baigas IV
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Baigas Rabinowitz Group of Truist Investment Services, Inc.

740 Battery Avenue SE

Ste 8500,

Atlanta, GA 30339

Joseph.Baigas@Truist.com

Phone 404-264-6803

Fax 404-264-6801

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About me

Background

Joe Baigas is a Senior Managing Director and Financial Advisor for Truist Investment Services, Inc. Joe joined BB&T Scott & Stringfellow, now Truist, in 2010 and has built The Baigas Rabinowitz Group of Truist Investment Services Inc. to focus on providing clients with a comprehensive wealth management approach. 

Joe’s background has positioned him to be a knowledgeable advisor, friend, and partner to many ultra-high-net worth individuals, current and former private business owners, C-Suite executives, and their families. Joe has a particular focus on helping entrepreneurs and their families manage concentrated equity positions.


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

Education

BBA: Marketing and Management
Appalachian State University

Personal Interests

Joe and his wife, Alexandra, live in Rocky Face, Georgia and have five children. In Joe's past life he split his time between the Alaskan Bush as a fly-fishing guide and numerous winter mountaineering pursuits throughout North America. Before joining the wealth management business in 2009, Joe worked in the carpet industry in Northwest Georgia. In his free time Joe enjoys fishing, golfing, hunting, winter mountaineering, traveling, and horses.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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