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

The Himan Group of Truist Investment Services, Inc.

301 College St

STE 204,

Asheville, NC 28801-2449

Donna.Lieder@truist.com

Phone 828-333-9883

Fax 828-258-7375

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Who we are

Brock E. Himan
I’m a Managing Director and Financial Advisor having helped clients address their financial concerns for more than 26 years. I’ve dedicated my career to delivering personalized investment management with the professionalism my clients have come to expect. I strive to get to know my clients on a personal level, and then provide the thoughtful recommendations that ultimately reflect their values, address their concerns, and help them obtain their financial objectives.

I joined Truist in 2016 and began my financial services career as a member of the Chicago Mercantile Exchange, where I traded foreign currency options. I’m a graduate of Wake Forest University.   

Donna L. Lieder
I’m a Business Development Officer with Truist, with over 24 years of financial services experience in the U.S., Canada, and Europe. I’ve worked with Brock for the last 18 years and proactively partner with clients to streamline their day-to-day finances and facilitate generational planning. This involves coordinating with our clients’ tax advisors and estate planning attorneys to present concise, easily understood financial overviews of even complicated wealth management issues. I take great pride in helping clients achieve their goals and am available as a resource for multiple aspects of financial services.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • 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

  • 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

  • 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.

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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

Brock Himan
Brock Himan
Financial Advisor
Senior Managing Director
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Donna Lieder
Donna Lieder
Business Development Officer
Each relationship and client is different, which is why we take the time to listen to our clients to discover how, working together, we can assist them with their financial wellbeing. Whether it’s help with a business transition, liquidity event, educating children or spouses, or planning around retirement or charitable inclinations, we work with our clients to customize a plan that fits their unique situation.
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    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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