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

The MAP Financial Group of Truist Investment Services, Inc.

307 International Circle

Suite 600,

Hunt Valley, MD 21031

mapsgroup@truist.com

Phone 410-891-0200

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Who we are

The MAP Financial Group of Truist Investment Services, Inc. is a team of experienced advisory and wealth management professionals committed to helping high-net-worth clients, corporations, foundations, and business owners achieve their financial goals. Recognizing that each client’s background and financial situation is unique, we tailor a dedicated team to provide personalized guidance and long-term support. Our collaborative approach ensures clients receive the experience and attention needed to help achieve their financial goals.
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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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

The MAP Financial Group believes that a successful investment plan takes into consideration more than just investment accounts—it begins with a clear understanding of a client’s goals, time horizon, and risk tolerance. After detailed discussions to assess what they would like to accomplish financially, we help them formulate a holistic plan suited to their objectives.

By leveraging the vast resources at our disposal through Truist, we implement a client’s investment plan and carefully follow its progress, providing ongoing communication to make sure that their portfolio stays on track throughout market fluctuations and their evolving needs.

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Iran Conflict Update - Navigating Uncertainty With Discipline (Audiocast)
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