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

The Farmer Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

Who we are

The Farmer Group of Truist Investment Services, Inc. is a wealth management team that delivers personalized, comprehensive solutions to individuals and families. Our mission is to educate and advise our clients to help them make the most informed decisions with regards to their financial goals and ambitions. We build lifetime relationships with our clients that stretch across generations to help grow, protect, and distribute wealth in tax-efficient ways, all while consistently providing exceptional service for our clients.
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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

  • 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 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

Brandie Williams
Brandie Williams
Business Development Officer
Denise Trice
Denise Trice
Client Service Associate
PARTNERSHIP
Our relationship with clients is a true partnership. We don’t just talk at clients from the other side of the table, we collaborative with clients, combining our knowledge with the client's goals. We’ll discuss everything, from current financial strategy to the overall vision for the future.

PLANNING
We create a customized wealth management plan that addresses the needs of our clients, providing solutions that help provide the best pathway to success. We work to grow and protect wealth so that our clients can establish a prosperous future for them and generations to come.   

PEACE OF MIND
We explain everything that we advise in full detail. If clients are not comfortable with something, we simply won’t do it. This isn’t about us - this is about our clients. We want clients to feel confident and comfortable so that they can live their life with financial confidence.
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