Robert Sturm

Robert D. Sturm
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

9200 Church St

Suite 100,

Manassas, VA 20110-2575

Robert.Sturm@Truist.com

Phone 703-334-2837

Fax 703-335-7020

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About me

Background

Rob Sturm joined Truist in 1997 after serving as the director of a healthcare foundation, bringing with him a deep appreciation for mission‑driven work and community involvement. Now with 29 years of experience as a Financial Advisor, Rob is known for his listening‑first approach, taking time to understand each client’s priorities, concerns, and long‑term goals before shaping a strategy. He believes thoughtful financial planning begins with clear communication and a strong relationship.

Rob’s work spans risk management, investment management, estate planning, and philanthropic strategy. His advisory philosophy centers on helping clients make well‑informed decisions that support both their present needs and future aspirations. Whether guiding individuals, families, or organizations, Rob strives to offer practical, transparent insights that align with what matters most to the client.

In addition to his core advisory focus, Rob has developed specialized experience in business transition and succession planning for business owners preparing for changes in leadership or ownership. He also works with not‑for‑profit organizations on endowment and foundation oversight, drawing on his own background in the nonprofit sector. His institutional investment experience includes helping organizations create disciplined, mission‑aligned investment frameworks and governance structures.

Rob also advises multigenerational families on family governance, supporting efforts to establish shared values, communication practices, and long‑term planning approaches that promote responsible stewardship across generations.

Throughout his career, Rob has remained dedicated to listening closely, offering steady guidance, and serving as a partner as clients navigate life’s financial decisions. His goal is to help clients move forward both today and in the future.

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

Education

B.A.
University of Richmond 1987

Personal Interests

Rob has long been active in community and nonprofit leadership, continuing the work he began before joining Truist. He currently serves on the executive committee for HopeLink Behavioral Health, where he has been involved since 2019 and previously served as chair from 2022 to 2024. His commitment to HopeLink reflects his interest in strengthening community behavioral health resources and supporting organizations that provide essential services to individuals and families.

Rob’s past community involvement includes serving as a board member for Northern Virginia Family Services from 2009 to 2015, where he contributed to initiatives supporting vulnerable families throughout the region. He had previously served as Capital Campaign Chair to build SERVE, the largest family shelter in Northern VA, and served as Chair of the Organization from 2006-2009.

His early career leadership in the nonprofit sector continues to influence the way he works with clients today, especially those engaged in charitable giving or endowment management. Rob values opportunities to stay connected to community needs and remains committed to supporting organizations that make a meaningful impact.

Specialties

  • 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

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

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