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

9200 Church St

Suite 100,

Manassas, VA 20110-2575

About me

Background

I joined Truist’s predecessor firm, BB&T Scott & Stringfellow in January of 1997 after running a healthcare foundation. I focus on serving affluent clients in the areas of wealth accumulation, preservation, and distribution, as well as continue my involvement in the non-profit world by assisting my clients with their philanthropic strategies.

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

I’m active in the community and currently serve as a vice chair for PRS. My past activities include: board member for Northern Virginia Family Services (2009-15); founding member, board of regents, and leadership Prince William chair of SERVE, Inc. (2007-09); president of Manassas Dance Company (2002-05); president of the Prince William Health System Foundation (1992-96); and president of the Old Town Business Association (1989-90).

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

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