The Kazley Financial Group of Truist Investment Services, Inc. The Kazley Financial Group of Truist Investment Services, Inc.

The Kazley Financial Group of Truist Investment Services, Inc.

235 Magrath Darby Blvd

STE 330,

Mount Pleasant , SC 29464

kazleyfinancialgroup@truist.com

Phone 843-958-2751

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Who we are

The Kazley Financial Group of Truist Investment Services, Inc. is a team of eight investment professionals committed to providing a personalized and disciplined approach to financial planning, investment management, and wealth preservation. With over 120 years of combined financial service experience and more than $1.7 billion¹ in client assets under management as of November 2025, our team focuses on creating tailored investment strategies for institutions and affluent clients. By following a disciplined process—assessing a client’s financial situation, executing appropriate investment plans, and maintaining ongoing portfolio management—we help families and institutions navigate today's complex financial landscape with greater clarity and financial well-being.
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

Economic Commentary A divided Fed lowers rates by another quarter point and scales back its projections for 2026 moves

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.
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12/10/2025
Economic commentary – December 10, 2025

Economic Commentary A divided Fed lowers rates by another quarter point and scales back its projections for 2026 moves

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Economic commentary – December 10, 2025

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.
12/10/2025
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12/10/2025
Economic commentary – December 10, 2025

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Market views heading into the week highlight what we're watching and important news ahead for the week of December 8, 2025.
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Market Pulse – December 8, 2025

Market Pulse December 8, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market Pulse – December 8, 2025

Market views heading into the week highlight what we're watching and important news ahead for the week of December 8, 2025.
Market views heading into the week highlight what we're watching and important news ahead for the week of December 8, 2025.
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Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of December 5, 2025.
12/05/2025
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Economic Data Tracker – December 5, 2025

Economic Data Tracker Americans hit the road and shopped over the holidays, while backlogged data keeps rolling in.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Economic Data Tracker – December 5, 2025

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of December 5, 2025.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of December 5, 2025.
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Economic Data Tracker – December 5, 2025
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