The Dukes and Brooks Group with Truist Investment Services, Inc. The Dukes and Brooks Group with Truist Investment Services, Inc.

The Dukes and Brooks Group with Truist Investment Services, Inc.

4068 S. Amherst Highway

Madison Heights, VA 24572

thedukesandbrooksgroup@truist.com

Phone 434-381-3061

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Who we are

With over 50 years of Financial Services Experience, The Dukes and Brooks Group with Truist Investment Services is a full-service firm that works with clients in the areas of financial services, retirement planning, investment management and estate guidance.  

Both Allen Dukes and Allen Brooks were raised in the Lynchburg area and along with Terri Derstine are excited bring The Dukes and Brooks Group to Truist Investment Services, Inc.

Being active in the community is important to the team.  Allen Dukes serves on the board of directors for the Home Builders Association of Central Virginia, coaches lacrosse, and enjoys hunting and fishing.  Allen Brooks is very active with Brookville High School, Central Va. United Soccer and is a past graduate of Leadership Lynchburg through the Regional Business Alliance.
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

  • 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

  • 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

With over 50 years of Financial Services Experience, The Dukes and Brooks Group with Truist Investment Services is a full-service firm that works with clients in the areas of financial services, retirement planning, investment management and estate guidance.  

By taking time to understand what is important to them, we can make suitable recommendations based on our clients’ needs and goals, with success defined on our clients’ terms.  This disciplined approach allows our clients to feel comfortable and confident in the investment strategies and other key recommendations that together, we prepare. The Dukes and Brooks Group is committed to providing a Purposeful Wealth Experience for our clients.  After actively listening to our clients’ needs and goals, we then work jointly to develop a Financial Plan dedicated to them.  We understand that a client’s finances should provide opportunities for them, and our process helps our clients maintain the lifestyle they want.

Our team concept allows us to work with, service and maintain clients’ confidence in their financial situation. This team concept allows our clients to feel confident in knowing that no matter what their question or concern is, we have the resources available.

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Fixed Income Perspective offers our views on top-of-mind fixed income themes.

Beyond the Fed: The rise in long-term yields.
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Fixed Income – August 21, 2026

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Fixed Income Perspective offers our views on top-of-mind fixed income themes.
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Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of August 21, 2026.
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