Richard E. Giles,
CRPS®
Vice President
Financial Advisor
Truist Investment Services, Inc.
235 Magrath Darby Blvd
Suite 330,
Mt Pleasant, SC 29464
About me
Background
Richard Giles is a Vice President and Financial Advisor with The Kazley Financial Group of Truist Investment Services, Inc., who brings over forty years of extensive experience to the financial services industry. He holds the Chartered Retirement Plans Specialist designation. Throughout his career, Richard has been committed to partnering with clients to help them articulate and prioritize their financial objectives. He understands that each client’s financial journey is unique and works diligently to create personalized strategies for each client. Richard helps to manage client assets and strives to empower them with financial independence.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
Economic Commentary A divided Fed lowers rates by another quarter point and scales back its projections for 2026 moves
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic commentary – December 10, 2025
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.
Market Pulse December 8, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – December 8, 2025
Market views heading into the week highlight what we're watching and important news ahead for the week of December 8, 2025.
Economic Data Tracker Americans hit the road and shopped over the holidays, while backlogged data keeps rolling in.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – December 5, 2025
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of December 5, 2025.