The Blue Ridge Group of of Truist Investment Services Inc. The Blue Ridge Group of of Truist Investment Services Inc.

The Blue Ridge Group of of Truist Investment Services Inc.

10 Franklin Rd SE

Roanoke, VA 24011

TheBlueRidgeGroup@truist.com

Phone 540-344-5414

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Who we are

The Blue Ridge Group provides a personalized approach to help you reach your financial goals. Our niche is working with successful individuals, families, and institutions to provide solutions and resources to address those goals towards achieving financial security.
Check the background of this investment professional on FINRA's BrokerCheck
David Bowman
David Bowman, CFP®
Financial Advisor
Managing Director
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Michael O'Keefe
Michael O'Keefe
Financial Advisor
Managing Director
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Bob Barnes
Bob Barnes
Financial Advisor
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Danielle Ponce
Danielle Ponce
Registered Client Service Associate
MacKenzi Honaker
MacKenzi Honaker
Registered Client Service Associate
Stan Perkins
Stan Perkins
Registered Client Service Associate
Dedicated to providing exceptional, attentive, and customized service. We strive to build lasting, long-term relationships with our clients. We believe that starts with understanding you, what’s most important to you, and a clear vision of your unique goals. With this knowledge, we draw on our experience in all areas of financial planning and investment management to create a comprehensive wealth management strategy that helps to bring your vision to life.
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    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.

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