T Sloan Thompson

T Sloan Thompson
Financial Advisor Private Client Group Truist Investment Services, Inc.

314 Stephenson Ave

Suite A,

Savannah, GA 31405-4347

About me

Background

I’m a Senior Managing Director with Truist Investment Services Inc., offering clients more than 25 years of financial services, retirement planning, and investment management experience.  

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

Education

Bachelors of Science
Francis Marion University 1989 1993

Personal Interests

I’m a native of Sumter, SC, and currently reside in Berkley Hall with my wife, Christina, and daughter, Amelia. My family and I are members of Compassion Christian Church. In my free time, I enjoy fishing and playing golf. 

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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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