Neal Stevenson

Neal H. Stevenson, CFP®
Financial Consultant Truist Investment Services, Inc.

33 Bull St

Suite 300,

Savannah, GA 31401-3316

nstevenson@truist.com

Phone 912-344-9803

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About me

Background

Neal joined Truist Investment Services in 2019, with BB&T Scott & Stringfellow prior to the merger. Neal has advised clients in the various areas of financial and investment planning, formulating specific plans to help his clients address their goals. These tailored plans include retirement and estate planning, insurance reviews as well as investment solutions. The final plan is a result of an approach geared toward knowing my clients as well as possible and doing my best to truly understand their total situation.

Neal’s investment philosophy is to formulate a long-term investment plan, not based on timing, but a plan that reflects his client’s financial goals, personality as well as risk tolerance.  Then he recommends a portfolio designed to help meet each client’s unique needs.  “I evaluate the client’s investment needs and create an asset allocation model that reflects their individual time horizon, ability to tolerate volatility and return expectations.”

A 2015 graduate of the University of South Carolina, Neal continued his education and obtained his CERTIFIED FINANCIAL PLANNER™ certification, which is given to advisors who meet rigorous education, examination, experience, and ethics requirements.

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

Education

Investment Finance
University of South Carolina 2011 2015

Personal Interests

Neal resides on Whitemarsh Island with his wife, Madison; three children, Brandt, McClain, and Shepard; their golden retrievers, Manny, Wilson, and their cat, Banks. Neal also enjoys playing guitar, scuba diving, training for the next triathlon, and playing tennis. 

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

  • 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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