Mark Barrett

Mark Barrett, AAMS®
Financial Advisor Private Client Group Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

About me

Background

Mark Barrett is a Financial Advisor with Truist Investment Services, Inc. He believes the more he understands each family and individual, the more he can add value and provide helpful advice. For that reason, his first priority is getting to know his clients’ personal and professional goals along with their individual investing preferences. Following this holistic approach to financial planning, Mark works with his clients to ensure their investment portfolio aligns with their goals at every stage.

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

Education

Bachelor of Arts, Humanities
Columbia International University 2011

Personal Interests

Outside of work, Mark enjoys spending time with his wife, Elizabeth, and their two children, Maggie and Henry. Mark recently had the opportunity to serve as a volunteer judge at a statewide financial planning competition hosted by the Virginia Council for Economic Education, an organization that provides economic education to high school students across the Commonwealth. 

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

To
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