The Milton-Garcia Financial Group of Truist Investment Services, Inc. The Milton-Garcia Financial Group of Truist Investment Services, Inc.

The Milton-Garcia Financial Group of Truist Investment Services, Inc.

5128 Apache Plume Rd

Suite 340,

Fort Worth, TX 76109-1540

Who we are

The Milton-Garcia Financial Group of Truist Investment Services, Inc. delivers integrated investment strategies that are designed to meet the unique needs of our high-net worth clients. We focus on your best interests, and your client experience is our primary concern. Connecting on a personal level enables us to design, implement and continually refine goals-based strategies that align to your short- and long term objectives. While remaining true to our core values of integrity, transparency and mutual respect, we help our clients achieve their unique vision for a sound financial future.
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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

Robert Brown
Robert Brown
Portfolio Management Officer
Linda Castle
Linda Castle
Client Service Associate
Erin Smith
Erin Smith
Registered Client Service Associate
We approach wealth management in a manner that is consultative, impartial, and committed to our clients’ success. By leveraging our decades of advisory experience and the breadth of Truist’s resources, we offer a seamless and balanced approach to managing all aspects of their financial life. This includes working closely with other professionals, such as attorneys, accountants and tax professionals, to provide the personalized service needed to simplify the management of our clients’ overall financial concerns.
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