The Assad Group of Truist Investment Services, Inc. The Assad Group of Truist Investment Services, Inc.

The Assad Group of Truist Investment Services, Inc.

2520 Northwinds Parkway

4th Floor, Suite 425,

Alpharetta, GA 30009

TheAssadGroup@truist.com

Phone 470-544-7565

Fax 404-815-0927

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Who we are

Experienced. Client-focused. Purpose Driven. 

With over half of a billion dollars in assets under management (as of October 2025) and a combined 40 years of experience, The Assad Group of Truist Investment Services Inc., is a financial advisory team delivering a truly client-centered, integrated approach to wealth management. 

Led by Financial Advisor John Assad, a deeply analytical strategist with a knowledge for portfolio management, The Assad Group is known for crafting thoughtful, customized solutions that align with each client’s goals, values, and vision for the future.

Supporting this mission is Financial Consultant Genesis Santos and Client Service Associate Abby Green, two resolute professionals known for their unwavering commitment to client care. Genesis brings strategic planning acumen and a gift for translating complex financial concepts into clear guidance. Abby seeks to ensure a seamless client experience through high-touch service, attention to detail, risk mitigation, and proactive support. 

Check the background of this investment professional on FINRA's BrokerCheck

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking 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

What sets The Assad Group of Truist Investment Services Inc., apart is their deep belief that clients are like family.  They do not simply manage wealth; every decision is made with the client's financial well-being in mind

The Assad Group continues to raise the bar in what it means to be a  partner in wealth. Whether planning for retirement, building a legacy, growing a business, or navigating life’s complexities, clients can count on The Assad Group to deliver clarity and guidance every step of the way.

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