Background
Reaves Greer is Senior Vice President and Senior Investment Manager with Truist Wealth. In this role, he is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including services and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions based upon the client's risk tolerance, time frame, liquidity needs and overall investment goals, and conducting periodic reviews to help clients monitor progress toward reaching the goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies*, retirement, multi-generational strategies from risked-based strategies to banking and lending needs.
Prior to joining Truist Wealth, Reaves worded as a portfolio manager at Bank of America Private Bank.
He earned his B.S. in finance and a minor in accounting from North Carolina State University, Poole College of Management. He holds the Chartered Financial Analyst (CFA) designation.
Investment Adviser Representative, Truist Advisory Services, Inc.
*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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