The Coble-Carroll Financial Group of Truist Investment Services, Inc. The Coble-Carroll Financial Group of Truist Investment Services, Inc.

The Coble-Carroll Financial Group of Truist Investment Services, Inc.

214 N Tryon St

33rd Floor,

Charlotte, NC 28202-0026

ccfg@truist.com

Phone 704-526-4485

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Who we are

The Coble-Carroll Financial Group of Truist Investment Services, Inc. is an integrated advisory practice that helps its clients work toward their financial goals by following a tailored and sound financial management approach that includes comprehensive solutions and collaboration with its bank partners. The group’s disciplined and assiduous investment process removes emotions from decision making and replaces them with patience and diligence. They incorporate an appropriate level of risk to help meet the complex financial needs of affluent individuals, families, business owners, corporations and executives.
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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

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

  • 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

Jason Coble
Jason Coble
Financial Advisor
Managing Director
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Kellie Carroll
Kellie Carroll, CFP®, CPWA®
Financial Advisor
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Katie Hayes
Katie Hayes
Business Development Officer
Cage Dorrien
Cage Dorrien
Financial Consultant
Madison Frye
Madison Frye
Client Service Associate
Every individual and business is on a unique journey. The group believes that creating a customized plan is critical to setting an investment strategy that will help clients navigate the voyage to their desired destination. Whether the focus is on individual or business assets, their comprehensive planning addresses retirement, wealth, tax, cash flow, risk, estate, and legacy planning. 

The group’s investment philosophy focuses on fundamental analysis, earnings quality, cost efficiency, risk adjusted returns, diversification, and tax optimization. They take the information from the discovery session, incorporate its philosophy into each portfolio, and implement a strategy tailored to the client’s financial situation, risk, time horizon and goals. Using a disciplined management approach, the group regularly reviews the performance and risk of each portfolio and makes as-needed adjustments to potentially increase both yield and growth to help clients along the way to their financial milestones. 
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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
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    • 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., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

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