The Broadview Group of Truist Investment Services, Inc. The Broadview Group of Truist Investment Services, Inc.

The Broadview Group of Truist Investment Services, Inc.

2 W Washington St

Suite 803,

Greenville, SC 29601-2735

Who we are

The Broadview Group of Truist Investment Services, Inc. provides a personalized and disciplined approach to financial planning, investment management and wealth preservation. Together, we have more than 100 years of combined financial services experience and more than $1 billion in client assets under management.

Managing the complex needs of today’s affluent client requires a proactive and experienced team who offer a strategic, competent approach to successful wealth accumulation and preservation. Each team member focuses on different aspects of the client relationship, which allows us to discover areas of opportunity, develop solutions and efficiently execute change. By leveraging our extensive knowledge and experience, we provide solutions to help our clients achieve their vision of a sound financial future.
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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

  • 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

Chris Hartnett
Chris Hartnett
Portfolio Management Officer
Laurel Ellison
Laurel Ellison
Registered Client Service Associate
Sherry Hall
Sherry Hall
Registered Client Service Associate
Cristi Stiles
Cristi Stiles
Registered Client Service Associate

A successful financial strategy takes into consideration more than just your investment accounts. We begin with an in-depth discussion to help identify your goals, risk tolerance and time horizon. We then develop a comprehensive plan that encompasses all aspects of your financial picture and reflects your values as well as your near and long-term aspirations. With your approval, we may also work with your attorney, accountant and other trusted professionals to design and implement strategies that may further strengthen your financial plan.

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