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

The BDM Group of Truist Investment Services, Inc.

214 N Tryon St

33rd Floor,

Charlotte, NC 28202-0026

TheBDMGroup@Truist.com

Phone 704-496-4021

Get directions

See all locations

Who we are

The BDM Group has been providing tailored investment advice and customized portfolio strategies to help achieve the financial goals of individuals, families, business owners, foundations, and family trusts for over twenty years. Like our clients, we’ve lived and managed through major market corrections, including the tech bubble, the financial crisis, and COVID 19. Throughout all of these challenges, we’ve remained committed to providing services built on a foundation of straightforward advice and a focus on long-term relationships based on earned trust. 

We hold ourselves to a high standard. Each of our relationships begin with a personal approach to wealth management and we recognize each financial journey is unique and deserves specialized attention. Our advisors are invested in understanding our clients’ dreams and aspirations and work with them to develop a course of action that will serve as the focal point to accomplishing their goals before we make a single investment recommendation. We do not see ourselves as simply advisors, but as partners.

Our commitment in working with and for you is to always keep your best interests at the forefront of our relationship, which is why we partner with you, our internal team of specialists, and your personal advisors, from CPAs to attorneys.  

What truly sets us apart is our calculated combination of asset allocation and proactive risk management. We believe dependable portfolio preservation and growth can be best achieved through measuring and mapping trends in economic growth and the credit markets. Simply put, there is a time and a place for being fully invested in a particular asset category and a time not to be — “time in the market” is more impactful than “timing the market.” We provide a process to identify when the time is right and where to spend it.
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

  • 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 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

It's critical to start with a plan in order to accomplish a specific objective in life with a high level of confidence. Yet while we make a plan for just about everything else—from a trip to the grocery store to taking a family vacation—for some reason, many don’t do the same for things like retirement. 

The financial plan is the cornerstone of our client-advisor relationship. We invest the time to get to know a client’s financial dreams and aspirations so that we can build a working document that will serve as the focal point for measuring the progress of their financial journey. (**For individuals not seeking financial planning, The BDM Group can perform a no-cost portfolio evaluation that will suggest appropriate action plans to begin their portfolio transformation.)

The scope of an effective plan may include such topics as budgeting, investing, and all forms of planning, including tax, insurance, retirement, and, if necessary, estate. 

Our structured approach to planning follows a logical path:
  • The discovery meeting: The financial planning process is all about the client. Through a friendly conversation, we get to know what matters most to and keeps them up at night. We’ll gather pertinent documents and data points during this meeting as the raw materials to begin to build a plan. 
  • Presentation of our findings: We share with the client a detailed, easy-to-follow roadmap, including the necessary investment vehicles and amounts needed to fund them to help achieve their financial goals.  
  • Implementation: The investment of the client’s capital begins, within agreed-upon accounts and investment risk profiles. 
  • Monitoring and reviewing: We provide a quarterly review of the client’s investment allocations and performance to be sure that they are tracking appropriately to achieve the goals set forth in the financial plan.

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
     Fax {4}

    {0} {1}
    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. 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.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2025, Truist. All Rights Reserved.