Richard Blackwell

Richard T. Blackwell, AAMS®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Lewis Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

About me

Background

Richard Blackwell joined The Lewis Group of Truist Investment Services, Inc. as a partner in January 2016 and serves as the team’s client relationship manager and business development director. He's also currently the Tidewater Region Complex Director, managing Truist’s Norfolk, Newport News, Williamsburg, and Virginia Beach offices. He provides thoughtful recommendations based on his clients’ goals and objectives, combined with a deep understanding of the financial markets.

Richard began his career at Truist’s predecessor firm, BB&T Scott & Stringfellow, in 2004 after completing the firm’s prestigious Leadership Development Program. 

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

Education

Bachelor of Science in Analytical Finance
Wake Forest University 2004

Personal Interests

Richard served as an officer in the U.S. Army from 2004 to 2012. He and his wife, Dr. Theresa Call, reside in Hanover County, VA, with their children, Sylvia and Henry. In his spare time, he enjoys a variety of outdoor activities, including fly fishing, skiing, kayaking, and gardening. 

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

  • 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

Accomplishments

U.S. Army Bronze Star Medal
President of the United States 2008
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