Oliver Surprenant,
AIF®
Vice President
Financial Advisor
Truist Investment Services, Inc.
10 Franklin Rd SE
Roanoke, VA 24011
About me
Background
For nearly a decade, Oliver has served clients in all areas of wealth management. Oliver follows a 4-step prudent process: Organize, Formalize, Implement and Monitor to help ensure every client has the best possible outcome, whatever their goals may be. Oliver specializes in working with individuals, families and organizations to better understand where they are today and what goals they have for tomorrow. Through a quantifiable, objective planning process, Oliver and his team seek to grow what is most important to their clients.Education
Personal Interests
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
Recommended Resources
Market Pulse Markets Hit Highs Before Inflation Fears Trigger Pullback
Market views heading into the week highlight what we're watching and important news ahead.
Economic Commentary The Fed stuck in a Strait jacket
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker U.S. economy continues to power through
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.