The Everstead Group of Truist Investment Services, Inc.

401 E Jackson St

19th Floor,

Tampa, FL 33602-5209

TheEversteadGroup@truist.com

Who we are

The Williams-Knust Group of Truist Investment Services, Inc. is committed to bringing clients the highest level of wealth management. Our partnership is unique in that clients receive the services of two experienced advisors with distinctive and complementary skill sets, along with a team of talented teammates equipped to deliver a white-collar service.

Andrew Knust does not believe in a set it and forget it approach with investing. His extensive security and commodity trading background results in a more managed approach: over and under-weighting areas of the economy coupled with tax-sensitive investment management.

Meanwhile, Jennifer Williams holds the Certified Exit Planning Advisor® designation and is CERTIFIED FINANCIAL PLANNER® professional focusing on business growth, exit strategies, financial planning, wealth preservation, philanthropic, and tax strategies.

Our clients’ portfolios and financial planning service offerings are custom tailored to their specific personal and financial goals and risk tolerances. Our combined experience allows us to deliver the exceptional service that clients and their family deserve. Our promise is to listen to the needs of our clients and their family, educate, and guide clients with a confident and holistic plan to address lifetime goals and leave a legacy. We’re passionate about being the trusted financial advisors for a select group of high net-worth business owners and families, who have shared goals of entrepreneurially growing their wealth and business while giving back to the community.

^{*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.}

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Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Risk management

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.

Investment management

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

Estate planning

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

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Financial education

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Investment planning

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

Jennifer Williams, CFP®, APMA®

Financial Advisor

Senior Managing Director

Craig Newcomb

Brokerage Portfolio Management Officer

Patricia Pichardo

Client Service Associate

Michael Franck

Client Service Associate

James Schaefer

Client Service Associate

Our promise is to listen to the needs of our clients and their family, educate, and guide clients with a complete and holistic plan designed to help address lifetime goals and leave a legacy. We’re passionate about being the trusted financial advisors for a select group of high net-worth business owners and families, who have shared goals of entrepreneurially growing their wealth and business while giving back to the community.