Keith Nelms

Keith Nelms, AAMS®, CRPC®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

Keith.nelms@truist.com

Phone 919-716-9842

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About me

Background

Keith Nelms is a Financial Advisor and Director with Truist Investment Services, Inc. Keith’s focus is on providing thoughtful advice based on a clear understanding of his clients’ goals and objectives balanced with other factors such as their timing and comfort with risk. He gains his understanding of these by first taking the time to listen to his clients and by delving deeply into key planning issues, including often overlooked areas such as personal values in investing, planning family legacy goals, providing care for others as well as charitable and philanthropic intentions. 

Keith functions as a “behavior coach” when helping clients navigate the investment landscape, applying a consistent philosophy involving diversification and managing risk to preserve principal where appropriate, all while working to maintain his client’s objectivity (versus succumbing to emotions) and avoiding any “gimmicky” approach such as those involving market timing.

Additionally, Keith has broad experience working with clients with business succession and transition needs, helping to navigate the complexities of the various personal, family and business issues that arise. His financial services career began in 1992 and includes experience as a city banking executive. Keith has served as a Financial Advisor since 2003, joining Truist in 2012.

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

Education

Bachelor of Arts, Economics (Business Minor)
East Carolina University 1991

Personal Interests

Keith lives in Raleigh with his wife, Betsy, and three children, Olson (13), Liddy Costen (11) and Mary Carson (9). Over the years, Keith has served in various roles with several community organizations. Most recently he served on the board of directors of Oak City Soccer, an organization that teaches children with autism and other sensory processing delays in a soccer setting. He has coached children’s soccer, basketball, and lacrosse. Keith enjoys playing golf, cheering on the Carolina Hurricanes, exercising, and spending time with family and friends. 

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

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

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

Locations

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