The Lien DeGrace Trivedi Group of Truist Investment Services, Inc. The Lien DeGrace Trivedi Group of Truist Investment Services, Inc.

The Lien DeGrace Trivedi Group of Truist Investment Services, Inc.

400 Park Ave S

Suite 200,

Winter Park, FL 32789-4307

Who we are

The Lien DeGrace Trivedi Group of Truist Investment Services, Inc. is a multidisciplinary brokerage and advisory practice providing integrated investment strategies and personalized wealth management for high net worth individuals, corporate executives, professionals, entrepreneurs, and their families.

Our goal is to serve as your trusted financial advisors by following a disciplined approach to building the foundation of our relationship with you through tailored financial guidance, open lines of communication, and financial strategies that help you achieve your long-term objectives. 

Knowing that productive relationships require a range of roles, skills, and knowledge, we’ve assembled a distinguished team of professionals committed to our clients’ financial success. Each team member focuses on different aspects of the overall management process, allowing us to find suitable areas of opportunity, adjust investment strategies, and make changes, as needed.
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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 and/or wealth 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

Allison Booher
Allison Booher
Registered Client Service Associate
Paula Allen
Paula Allen
Registered Client Service Associate
Ekaterina Slepkova
Ekaterina Slepkova
Registered Client Service Associate
Duncan Wheeler
Duncan Wheeler
Financial Consultant
The Lien DeGrace Trivedi Group of Truist Investment Services, Inc., develops deep, personal relationships with our clients. Through these relationships, we gain an understanding of what is most important and valuable in our clients’ lives and then provide custom solutions, holistic perspectives, and personalized service. With a combined 80+ years of investment experience, we help our clients navigate the financial challenges they face and capitalize on the opportunities available to them and their extended families. We specialize in wealth creation, retirement income strategies, asset preservation, and wealth transfer planning.  

Many times, our clients have financial needs beyond investing. As a part of Truist Investment Services, Inc. and Truist Advisory Services, Inc. we offer our clients a full range of financial solutions in a competitive, seamless manner, including trust and estate planning as well as risk management solutions. Regardless of what financial needs may arise, our clients can be confident that they will have the right team in place. In many cases, we also work with our clients’ other professionals, such as CPAs and estate planning attorneys.  

Investment Philosophy 
Integrity, transparency, confidentiality, and commitment are the cornerstones of our client relationships. We fully appreciate the gravity of our role and strive to provide comprehensive guidance and prudent solutions that best reflect our clients’ investment needs.

Areas of Experience 
Our team’s experience, combined with the resources of one of the largest financial institutions in the nation, offers our clients—who primarily include affluent individuals, corporate executives, business owners, professional services providers (doctors, attorneys, etc.), and pre-retirees—a full range of professional financial planning and investment advisory services.
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