Mark Appleby

Mark Appleby , CFP®
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

Central North Carolina

7317 Tryon Rd,

Cary, NC 27518-6603

Mark.Appleby@Truist.com

Phone 919-816-4841

Get directions

See all locations

About me

Background

Mark Appleby is a Financial Advisor offering clients more than 18 years of financial services, retirement planning, and investment management experience..

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

Education

Bachelor of Arts
North Carolina State University 2001

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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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Recommended Resources

Economic Data Tracker Higher fuel prices complicate an otherwise resilient economy

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of September 18, 2026.
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Economic Data Tracker – Week 38 | Truist Wealth

Economic Data Tracker Higher fuel prices complicate an otherwise resilient economy

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09/18/2026
Article
09/18/2026
Economic Data Tracker – Week 38 | Truist Wealth

Market Perspective Market reset creates opportunity

View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.

Market Perspective
09/17/2026
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09/17/2026
Market Perspective – September 17, 2026 | Truist Wealth

Market Perspective Market reset creates opportunity

View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.
09/17/2026
Article
09/17/2026
Market Perspective – September 17, 2026 | Truist Wealth

Economic Commentary Higher crude oil prices forcing a reset

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for May 13, 2026.
09/17/2026
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09/17/2026
Economic commentary - Higher crude oil prices forcing a reset

Economic Commentary Higher crude oil prices forcing a reset

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
09/17/2026
Article
09/17/2026
Economic commentary - Higher crude oil prices forcing a reset
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