Richard Knight

Richard Knight, CFP®, CPWA®, CRPC®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

8226 N Wickham Rd

Melbourne, FL 32935-8133

About me

Background

Richard is a Vice President and Financial Advisor with Truist Investment Services, Inc. He offers clients more than 9 years of industry experience to provide holistic financial planning and investment management geared to their unique needs. 

Having earned the CERTIFIED FINANCIAL PLANNER™ professional designation, Richard holds himself accountable to recommend strategies that focus on guiding his clients through all of phases of life. To provide clients with high quality support as they pursue their long- and short-term goals, he follows a disciplined process of assessing each client’s financial picture, determining their risk tolerance, and then building and executing an investment plan designed to align with their specific needs. Richard regularly reviews his clients financial plans and schedules meetings with them to review their portfolios, assess their goals, and make adjustments whenever necessary to help them remain on track towards achieving their objectives. 

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Interdisciplinary Science w/ Military Science
Florida Institute of Technology 2007 2011

Personal Interests

Richard is a graduate of Florida Institute of Technology and he currently serves as a Logistics Officer in the Florida Army National Guard. He is a member of the Military Officers Association of America (MOAA), the National Guard Association of the United States (NGAUS), and the National Guard Association of Florida (NGAFL).

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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