Steve Sexton

Steve D. Sexton, CFP®,AWMA®,CIMA®,CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410-4806

About me

Background

I’m a Senior Vice President with over 27 years of experience in providing planning-centric client service focused on retirement accumulation and distribution, and modeling and planning. I combine a process-driven approach with meaningful communication to ensure practical implementation of my clients’ financial goals.

My team and I want to get to know and what is important to our clients: The more we learn about their objectives, priorities, and financial goals and obstacles, the deeper and more meaningful our partnerships can become. To us, understanding our clients’ “when, how, and what” is critical to their financial security and peace of mind, which is why we believe that every portfolio should be connected to a retirement income plan.

Our investment philosophy is grounded in both financial science and academic research, holding that there are lessons to be learned and applied from the past to guide our way into the future. We understand that there are many approaches to capital allocation and management—but as prudent stewards of our clients’ finances, we believe that investment management is more than just following the latest trends and fancy marketing.

Prudent investment management includes understanding how to identify, access, measure, apply, and monitor variables that directly and indirectly impact a client’s experience—including a deep understanding of the application of those concepts to promote a better overall relationship and outcome.

I’m a Certified Investment Management Analyst® (CIMA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and hold the Accredited Wealth Management AdvisorSM (AWMA®) and Chartered Retirement Planning Counselor™ (CRPC®) designations. Additionally, I’m a member of the Investments & Wealth Institute, the Financial Planning Association and the American Institute of Certified Public Accounts.

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

Education

Bachelor of Arts in Political Science and Communications
University of North Carolina at Greensboro

Personal Interests

Originally, from Louisville, KY, I moved to Greensboro in 1987. I earned a bachelor’s in political science and communications from the University of North Carolina at Greensboro. 

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

  • 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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