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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

Broadviewgroup@truist.com

Phone 864-233-3655

Fax 864-233-7956

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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.

*One of the top advisory practices is based on production and assets under management; as of October 18th, 2023.
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

  • 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

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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    Truist Bank, Member FDIC. © 2023 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

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    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA SIPC and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, LLC.

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