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
Senior 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
Vice President
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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.

Market PerspectiveMeasured cash deployment warranted

Get a wider view into current market events and their impact.

Market Perspective
03/26/2026
Article
03/26/2026
Market Perspective

Market PerspectiveMeasured cash deployment warranted

Get a wider view into current market events and their impact.
03/26/2026
Article
03/26/2026
Market Perspective

Market Pulse March 23, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of March 23, 2026 highlight what we're watching and important news ahead.
03/23/2026
Article
03/23/2026
Market Pulse –March 23, 2026

Market Pulse March 23, 2026

Market views heading into the week highlight what we're watching and important news ahead.
03/23/2026
Article
03/23/2026
Market Pulse –March 23, 2026

Economic Data Tracker Jump in gasoline gouges other consumer spending

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of March 20, 2026
03/20/2026
Article
03/20/2026
Economic Data Tracker – Week 12 | Truist Wealth

Economic Data Tracker Jump in gasoline gouges other consumer spending

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
03/20/2026
Article
03/20/2026
Economic Data Tracker – Week 12 | Truist Wealth
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