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

The Dries Group of Truist Investment Services, Inc.

3034 Boone Trail Ext

Fayetteville, NC 28304-3852

Who we are

The Dries Group is a successful practice working with families, professionals, businesses, and non-profit organizations to help tailor solutions addressing each individual client’s needs. 

For our individual and business clients the process begins with planning. Through collaboration with our clients and partners we develop a detailed plan to solve for challenges our clients are facing while planning for their short and long term goals. We partner with clients to plan for retirement, business success, estate planning, and wealth transfer while implementing strategies tailored to each client’s needs.

Like our clients, the plans we create are uniquely customized for each client’s goals. Through partnerships with our clients and their outside advisors we, craft, implement, and adjust those strategies diligently to help our clients address the goals for which they strive. 
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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

  • 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

LaVonne Sprague
LaVonne Sprague
Business Development Officer
Kim Flanagan
Kim Flanagan
Client Service Associate
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