Michael Crump

Michael T. Crump
Financial Advisor Truist Investment Services, Inc.
The Broadview Group of Truist Investment Services, Inc.

2 W Washington St,

Greenville, SC 29601-2735

See all locations

About me

Background

I serve as a Financial Advisor with The Broadview Group of Truist Investment Services, Inc. With more than 15 years of experience in banking and wealth management, I specialize in a comprehensive range of advisory solutions. In addition to asset management, I assist my clients through financial planning – wealth accumulation, distribution modeling, protection strategies and family succession planning. The dynamic skillset offered by myself and our team helps our clients to be better positioned to achieve long-term financial success for themselves and their families.

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

Education

B.S. in Business Administration
The College of Charleston 2007
Truist School of Banking Graduate
Wake Forest University 2019

Personal interests

I serve in the U.S. Air Force Reserve as a Master Sergeant in the 560th RED HORSE Squadron at Joint Base Charleston in Charleston, SC.

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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles