Robert Marchesano

Robert P. Marchesano, Jr. CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

Chesapeake/Portsmouth Location

3113 Western Branch Blvd,

Chesapeake, VA 23321-5543

ROBERT.MARCHESANO@TRUIST.COM

Phone 757-638-2390

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About me

Background

Robert Marchesano is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 25 years of Investment, Financial Services and Retirement Planning experience. 

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

Education

Bachelor of Science - Environmental Biology
Long Island University 1994
MBA
Long Island University 2000

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

  • 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

Locations

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