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

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Who we are

We are a team of professionals committed to our clients’ financial success, which we believe begins with our people, whose breadth, depth, and experience are our greatest strength. As our clients’ advocates, we apply objectivity, consistency, and discipline to meeting their long-term objectives.
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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 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
Karen Sobocinski
Karen Sobocinski
Business Development Officer

Managing the complex needs of today’s affluent client requires a proactive and experienced team offering a holistic approach to wealth accumulation and preservation. Each team member focuses on different aspects of the management process, allowing us to find opportunity and efficiently make necessary changes. 

Our Philosophy

  • Client satisfaction and success are central to our approach.
  • Wealth preservation is essential to wealth accumulation.
  • Prudent investment in high-quality companies helps grow wealth over time.
  • Transparency is critical – investment solutions must be accessible and easy to understand.
  • Tax efficiency matters, we build portfolios that helps minimize the impact of taxes.
  • Communication is essential – we provide timely, responsive communication.
  • Client privacy is of the utmost importance.

A successful financial plan takes into consideration more than just a client’s investment accounts. We begin with an in-depth discussion to help identify goals, risk tolerance, and time horizon. Then, we develop a comprehensive plan encompassing all aspects of their financial picture, including near and long-term aspirations. With the client’s approval, we can work with their attorney, accountant, and others to help strengthen their financial plan. Finally, we’ll monitor and provide periodic recommendations to help the client progress toward their financial goals and a sound financial future.

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