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

The Mainsail Group of Truist Investment Services, Inc.

10 Franklin Rd SE

2nd Floor,

Roanoke, VA 24011-0008

Who we are

The Mainsail Group of Truist Investment Services, Inc. is a team of Financial Advisors and support staff that offer over 150 years combined financial services experience. We employ a team approach to serve the needs of high net worth individuals, families, businesses, foundations and endowments. We are located in the Truist Wealth office in downtown Roanoke, Virginia but serve clients from many locations and states. We take pride in forming relationships with our clients that allow us to become their trusted advisor. 
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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

Bonnie L. Seagle
Bonnie L. Seagle
Financial Advisor
Sarah C. Rock
Sarah C. Rock
Client Service Associate
Pamela L. Callahan
Pamela L. Callahan
Client Service Associate
As your Wealth Management team, we listen to what is most important to you, then we go to work leveraging the experience and strengths of each team member to provide solutions that help you build, manage, protect and transition your wealth.  

Supported by the resources of Truist Bank we build a team of experts around our clients including Wealth Advisors, Planners and Trust officers to deliver a friendly, client focused, understandable and comprehensive wealth management plan designed to address the unique goals and needs of each of our clients.
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