The Kennedy/Long Group of Truist Investments Services, Inc.

4777 Sharon Rd

4th Floor,

Charlotte, NC 28210-0101

kennedylong@truist.com

704-526-4366

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Who we are

Our team was recognized on the 2024 and the inaugural 2023 Forbes Best-In-State Wealth Management Teams list*. With over 80 years of wealth management experience, we have learned the importance of listening to our clients and thoroughly understanding their current situation, past financial experiences, and goals and objectives for the future. We use the information our clients share with us to study, test, analyze, and model strategies. We then present our advice and recommendations in a simple to understand manner (with very little technical jargon) and, with our clients’ permission, implement their wealth management plans in an objective, unbiased, and cost-effective manner.

Our duties and responsibilities continue as we evaluate the progress of their plans, suggesting adjustments when there are material changes in the markets, tax laws, regulations, or when there are major changes in their lives or the lives of their family members. It is our honor and privilege to help our select group of clients build, manage, protect, and transition their wealth. Our mission is to help clients articulate and prioritize their financial objectives, as well as develop a plan for pursuing them. We are committed to understanding our clients’ objectives by defining and implementing appropriate strategies.

^{*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and January 2023 and is based on the aforementioned criteria through the calendar year preceding the award date.}

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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

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

Amanda Mayhew

Client Service Associate

Jennifer James, CFP ®

Registered Client Service Associate

The Kennedy/Long Group develops a holistic goals based planning approach providing you and your family the convenience of your whole financial picture by following four main steps:

Organizing your finances
Making a plan
Portfolio construction
Tracking your progress

Our team and resources offer a fully integrated view of your financial picture by consolidating all your investment accounts, both here at Truist Wealth and other institutions, into a single snapshot. Then, we look beyond the portfolio by taking the time to learn your needs, wants, and goals so we can develop a customized plan that establishes and prioritizes multiple objectives. Together we will determine where you are relative to your goals and plot a course that moves you effectively along the path of financial confidence.

Our team will develop a completely integrated, globally diversified, tax efficient and cost effective portfolio designed to address your goals and aspirations. Life can be dynamic and we believe truly effective financial plans require continual adjustments to reach your desired goals. The Kennedy/Long Group has over 80 years of experience to guide you through life transitions, and we look forward to being there for all of life’s greatest moments.