The Clark-McReynolds Group of Truist Investment Services, Inc. The Clark-McReynolds Group of Truist Investment Services, Inc.

The Clark-McReynolds Group of Truist Investment Services, Inc.

1737 N Clyde Morris Blvd

Daytona Beach, FL 32117-5517

ClarkMcReynolds@truist.com

Phone 407-869-6083

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Who we are

The Clark – McReynolds Group is an investment Management team of Truist Investments. They serve the complex investment and financial planning needs of
individuals, families and small businesses through a specialized and proactive client service approach. 

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; 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

Louis G. Clark, Jr.
Louis G. Clark, Jr.
Managing Director, Financial Advisor
William McReynolds
William McReynolds
Vice President, Financial Advisor
Lisa Maxwell
Lisa Maxwell
Registered Client Service Associate
Amanda O'Dell
Amanda O'Dell
Client Service Associate
With over 38 years of combined experience in the local financial industry, the Clark – McReynolds Group develops and refines a proactive process using organization, accountability, objectivity, education and partnership to provide solutions for our clients. We leverage our extensive knowledge and experience to help secure your financial future. This includes discussions in areas such as asset management, income management, education funding, retirement planning, long-term care, insurance, wealth transfer and estate planning services.

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    Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    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/or 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, Inc.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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