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.

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 helps ensure 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

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Accomplishments

Forbes Best-in-State Wealth Management Teams
Forbes 2026 External
*Each team of advisors recognized by Forbes 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 in January with an evaluation period of one year ending the March prior to the award date.
The MAP Financial Group of Truist Investment Services Inc. 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 help ensure that their portfolio stays on track throughout market fluctuations and their evolving needs.

Market Perspective Elections matter, but other factors matter more

With midterm elections about to take center stage, we analyzed market and sector performance throughout history. The results may surprise you.

Market Perspective
09/29/2026
Article
09/29/2026
Market Perspective

Market Perspective Elections matter, but other factors matter more

With midterm elections about to take center stage, we analyzed market and sector performance throughout history. The results may surprise you.
09/29/2026
Article
09/29/2026
Market Perspective

Market Pulse Market Pulse - September 28, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week highlight what we're watching and important news ahead.
09/28/2026
Article
09/28/2026
Market Pulse – September 28, 2026

Market Pulse Market Pulse - September 28, 2026

Market views heading into the week highlight what we're watching and important news ahead.
09/28/2026
Article
09/28/2026
Market Pulse – September 28, 2026

Special Commentary House Views update

Reset in growth/tech valuations and yields creates an opportunity to deploy cash

House Views update: Reset in growth/tech valuations and yields creates an opportunity to deploy cash
09/25/2026
Article
09/25/2026
Special Commentary

Special Commentary House Views update

Reset in growth/tech valuations and yields creates an opportunity to deploy cash
09/25/2026
Article
09/25/2026
Special Commentary
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