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

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 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

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.
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