Rebecca Kishbaugh

Rebecca Kishbaugh, CRPC®
Financial Consultant Truist Investment Services, Inc.
The BDM Group of Truist Investment Services, Inc.

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

About me

Background

Rebecca Kishbaugh has been providing wealth management and guidance to clients for over 15 years. Rebecca believes in providing a holistic financial picture for clients in order to address their financial goals. She focuses on retirement planning and building long-term relationships with clients and their families. 

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

Education

UNC-Chapel Hill 2002 2006

Personal Interests

Rebecca earned her undergraduate degree from UNC-Chapel Hill. She lives in Charlotte, NC with her husband and two young daughters. In her free time, she enjoys spending time outdoors, skiing, biking and spending time with her family.

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

To
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