The East Waterfront Group of Truist Investment Services, Inc. Hero image mobile

The East Waterfront Group of Truist Investment Services, Inc.

3780 Roscommon Dr

Ormond Beach, FL 32174

TheEastWaterfrontGroup@Truist.com

Phone 386-481-9669

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Who we are

The East Waterfront Group of Truist Investment Services, Inc. brings more than 60 years of collective experience in delivering tailored investment guidance and strategies to assist clients in pursuing their financial goals. Our commitment to meeting client needs and supporting them through life’s changes has enabled us to build and sustain lasting relationships founded on trust.
Check the background of this investment professional on FINRA's BrokerCheck
Our process starts by listening to our clients. This helps us to understand their unique situation so a tailored financial plan can be created just for them. Utilizing the vast resource of Truist, one of the nation’s largest financial firms, we develop creative solutions to address the differing needs of our clients.
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    Locations

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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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