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Luke Alger, CRPC®
Financial Consultant Truist Investment Services, Inc.

5205 Maryland Way

Ste 200,

Brentwood, TN 37027-1006

About me

Background

As a local of the area for more than 30 years, I reside in Brentwood with my wife, Madeline, and two boys, Crew and Harrison. I attend The Church at Avenue South where we were original members of the church launch team, which originated in 2014. In my free time I enjoy playing golf, spending time with friends and family, and attending my children's sports and activities on the weekends.  

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

Education

University of Tennessee 2003 2007

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

  • 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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