Nathan Crosby

Nathan Crosby
Financial Advisor Investment Services Group Truist Investment Services, Inc.
The Morris Group of Truist Investment Services, Inc.

2 W Washington St

Suite 800,

Greenville, SC 29601-2735

About me

Background

I have been advising clients for over 10 years and in financial services for more than 13 in a variety of roles, with experience in financial planning, legacy and estate design, retirement transition, and investment implementation. My personalized approach to wealth advising has served my clients well and afforded many the ability to achieve their financial goals and objectives. 

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

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 and/or wealth 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

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