Mark Appleby,
CFP®
Managing Director
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
Central North Carolina
7317 Tryon Rd,
Cary, NC 27518-6603
About me
Background
Education
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
Recommended Resources
Economic Commentary Jobs surge in January
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Market Pulse February 9, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker January jobs preview and the brief government shutdown
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.