The Bender Thompson Group of Truist Investment Services, Inc. The Bender Thompson Group of Truist Investment Services, Inc.

The Bender Thompson Group of Truist Investment Services, Inc.

200 W Vine St

Suite 120,

Lexington, KY 40507-1612

benderthompsongroup@truist.com

Phone 606-451-1813

Get directions

See all locations

Who we are

The Bender Thompson Group of Truist Investment Services, Inc. was formed in 2021. The team consists of three Financial Advisors (Ski Bender, Tracy Thompson & Justin Thompson) along with two Client Service Associates (Sherrye Lemmon & Cathy Johnson). Collectively, the team has over 75 years of industry experience.  

The Group focuses on delivering retirement & financial planning services to clients in the South Central Kentucky area. They manage and help mitigate the risks their clients take, so they may address their ultimate goals, whether those be to grow their wealth over time, provide income during retirement or preserve the wealth they have accumulated over the years. Eager to deliver excellent customer service, The Bender Thompson Group of Truist Investment Services, Inc. strives to continue to serve the clients in the Somerset area in the same fashion their predecessor Susan Ramsey did before her retirement in 2021.
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

The process used by The Bender Thompson Group of Truist Investment Services, Inc. is a long-term, straightforward process that is developed by building & maintaining close relationships with clients. This method includes 4 main steps:
  1. The first step is understanding each clients’ current financial situation, future aspirations, and goals. 
  2. From there, the team will come together and determine what solutions are appropriate for the client and what solutions fit to match specific needs. 
  3. The team will implement the strategy based on the recommended and agreed upon approach.
  4. Finally, the team will continue to make adjustments as needed based on market, interest rates, or simply changes coming from clients’ everyday lives.
    {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. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple 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

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    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.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation 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. Deposit products are offered by Truist Bank.

    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. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance 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.

    • Limited English Proficiency Support
    • New York City residents

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

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2024, Truist. All Rights Reserved.