The Kazley Financial Group of Truist Investment Services, Inc.

235 Magrath Darby Blvd

STE 330,

Mount Pleasant , SC 29464

kazleyfinancialgroup@truist.com

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.

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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

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

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

Senior Managing Director

Jared Baize

Financial Consultant

Assistant Vice President

Jake Hermans, CFP®

Financial Consultant

Senior Vice President

Andrew Stroer

Business Development Officer

Vice President

Alan Glenn

Registered Client Service Associate I

Seth Twisdale

Client Service Associate

Nicola Irwin

Client Service Associate

The Kazley Financial Group is deeply committed to providing exceptional service and personalized attention to every client. Through a thorough discovery process, we work to fully understand each client’s unique needs and objectives, which forms the foundation of our financial planning approach. Our team goes beyond simply creating strategies; we strive to deliver consistent follow-up and proactive communication to our clients. With our dedication to being there every step of the way, we prioritize building trusted, lasting relationships and are here to support clients in addressing their financial goals.