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Larry Milton

Larry C. Milton, CPWA®
Financial Advisor Truist Investment Services, Inc.
The Milton-Garcia Financial Group of Truist Investment Services, Inc.

5128 Apache Plume Rd

Suite 340,

Fort Worth, TX 76109-1540

lmilton@truist.com

Phone 817-344-7190

Fax 817-377-0418

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About me

Background

Larry Milton has been in the financial services industry since 1987. His focus is on developing strategies for high net worth individuals, their families and their businesses, to help them pursue their short and long-term financial goals.

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

Education

BS in Agricultural Business
Stephen F Austin State University 1984

Personal Interests

Larry Milton has previously served on local school boards and is currently involved with several charitable organizations. Larry and his wife, Jeaneane, live in Aledo, Texas. They have 2 sons, Tyler and Garrett, and a daughter, Meredith. They are active members of Holy Redeemer Catholic Church in Aledo.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

  • 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

Locations

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