Robert Pace

Robert R. Pace, Jr. CRPC®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

33 Bull St

Suite 300,

Savannah, GA 31401-3316

About me

Background

Robert Pace is a Financial Advisor and Managing Director with the Truist Wealth Private Client Group (PCG), offering clients more than 15 years of comprehensive investment management and financial planning experience. He takes an attentive, team oriented approach to better understand his clients’ goals and builds lasting relationships based on trust and reliability. He designs investment plans tailored to each client’s unique needs and continues to monitor their progress as market conditions evolve.

As a Chartered Retirement Planning Counselor™ (CRPC®) professional, Robert is well qualified to advise clients on the complex issues they face as they prepare for retirement, including estate planning, wealth preservation and transfer, insurance planning, Social Security benefits, Medicare choices, long-term care, 401(k) rollovers, and more.

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

Education

B.S. Forest Business
University of Georgia

Personal Interests

Robert is a native of Savannah, graduate of Benedictine Military School, and holder of a bachelor’s in forest business from the University of Georgia. His wife, Holly, is a veterinarian in Savannah and owner of an AAHA accredited Animal Hospital. Robert and Holly along with Payton, their daughter, enjoy fishing, scuba diving, boating and traveling to points across the globe.

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

To
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