The Gordon Grimes Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612

The_Gordon_Grimes_Group@truist.com

919-326-3100

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Who we are

The Gordon Grimes Group of Truist Investment Services, Inc. is a team of professionals whose primary focus is providing customized financial advice. Our team builds relationships based on trust and reliability by providing exceptional, attentive and customized service to our clients. Personal connection with individuals and their families is at the heart of all we do.

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Specialties

Financial planning

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

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

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

Gordon Grimes, CFP®

Financial Advisor

Senior Managing Director

Business Development Officer

Vice President

Cynthia Harvard

Financial Consultant

Wesley Shade

Registered Client Service Associate

John Ashley

Registered Client Service Associate

Through our financial planning process, we develop an understanding of our clients’ personal and financial goals and provide tailored wealth management solutions to help accomplish their objectives. Each member of the team plans a critical role in delivering a quality client experience and building quality long-term relationships while offering quality advice.