Mak Massillon

Mak Massillon, CRPC®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1445 New York Ave NW

1st Floor,

Washington, DC 20005-2125

About me

Background

Mak Massillon is a Financial Advisor with Truist Investment Services, Inc., advising on the development and implementation of investment strategies to help clients meet their immediate and future financial goals.

Mak follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.

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

Education

Bachelor of Science in Bioinformatics & Computational
University of Maryland Baltimore County (UMBC) 2006
Certificate in Financial Planning
Georgetown University School of Continuing Studies 2015

Personal Interests


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

  • 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

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

To
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