The BDM Group of Truist Investment Services, Inc.
214 N Tryon St
33rd Floor,
Charlotte, NC 28202-0026
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
, opens in new tab
Specialties
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Financial education
Business management and planning
Investment planning
Kristin Thomas
Business Development Officer
Locations
Loading location info...
Return to list view
Map
214 N Tryon St,
33rd Floor, Charlotte, NC 28202-0026
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
{0} {1}
