The Eastern Summit Group of Truist Investment Service, Inc. The Eastern Summit Group of Truist Investment Service, Inc.

The Eastern Summit Group of Truist Investment Service, Inc.

514 SE Greenville Blvd

Floor 2,

Greenville, NC 27858

Easternsummitgroup@truist.com

Phone 252-321-7808

Fax 252-321-8764

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Who we are

Eastern Summit Group of Truist Investment Services, Inc., is committed to building lifelong relationships with our clients and their families built on trust, experience, professionalism, and respect. We formed our team to deliver an exceptional client service experience and to provide wealth management solutions to families, corporations, and foundations. With over 90 years of combined experience, we have managed more than $800 million for clients across 18 states as of June 2025.

Our team is dedicated to serving our clients first and foremost. We bring a holistic approach by partnering with banking, mortgage, and insurance specialists to tailor to the needs of our clients. Our knowledge and experience with estates and trusts allow us to provide our clients a full-service wealth management team to oversee and help provide financial well-being for your assets and legacy.
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 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

Planning
We provide our clients with a solid, logical, and detailed plan designed to manage wealth while simultaneously addressing risk. Sam Hylton is a CERTIFIED FINANCIAL PLANNER professional on our team and we also partner with Truist Wealth advisors to assist in this effort.

Attention
We believe there is a tremendous value in regular scheduled meetings to update and reevaluate your overall portfolio. Whether it is face-to-face, phone calls or teleconference, we can accommodate your preferred method to suit your lifestyle and location. You may have multiple team members in two different locations working together to help accomplish your current and long-term needs.
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    Locations

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