Louis Clark

Louis G. Clark, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

1300 Palm Coast Pkwy SW

Palm Coast, FL 32137-4701

About me

Background

I am a Financial Advisor offering over 21 years of experience. I am also a CERTIFIED FINANCIAL PLANNER™ (CFP®).

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

Education

Bachelor of Science in Business Administration - Finance
UNC Chapel Hill 1994

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Accomplishments

Sterling Performance Award*
BB&T 2018
Investments Presidents Cup
BB&T 2017
Investments Presidents Cup
BB&T 2018
Investments Presidents Cup
BB&T 2019
*The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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