The Mintz and Gow Group of Truist Investment Services, Inc. The Mintz and Gow Group of Truist Investment Services, Inc.

The Mintz and Gow Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

Who we are

Sam Mintz
I lead the business acquisition and financial planning aspects of our team, helping clients strategize and execute their goals, from retirement planning to selling a business. I build new and maintain existing relationships through communication, ensuring that I’m keeping clients informed about the marketplace while staying abreast of life or goal changes that could impact their financial picture. My estate and family planning focus is on working and strategizing with our clients’ team of professionals, including estate attorneys, bankers, and CPAs.

Steve Gow
I construct and manage portfolios, performing due diligence on all investment choices and building customized portfolios based upon our clients’ needs. In addition to reviewing outside investment managers and tracking their performance versus their peers, while adhering to our clients’ objectives, I also support the team’s asset allocation and security processes, and monitor and adjust asset classes and sectors, as needed. 

Bernie Murff
I’m focused on our clients’ financial success and wellbeing, always listening to and learning what's important to them. I use that knowledge to develop custom solutions: evaluating life and long-term care insurance options, lending solutions, Medicare, Social Security, and any other services that may benefit the client. I not only provide financial plans that are focused on their needs, and on track and secure, I also engage with them through educational opportunities and appreciation events.

Cheryl Franz and Donna Minkeson-Shaw
We oversee the scheduling of portfolio reviews, follow up on paperwork requests, assist with online and website support, and securely provide account information by phone or email. From a client service perspective, we welcome and on board new clients and respond to their daily service needs, including requests for wire transfers and checks, tax documents, and account updates such as change of address, email, or phone number.

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 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

Samuel Mintz
Samuel Mintz
Financial Advisor
Bernice (Bernie) Murff
Bernice (Bernie) Murff
Busines Development Officer
Cheryl Franz
Cheryl Franz
Client Service Associate
Donna Minekeson-Shaw
Donna Minekeson-Shaw
Client Service Associate
Investment Philosophy and Experience
With a combined experience of over 90 years in the financial services industry, our team has a unique perspective on the markets and how to help our clients navigate them. We provide creative, customized investment solutions for wealthy individuals, families, corporate executives, business owners, and pre-retirees, helping them achieve financial wellbeing by clearly understanding their particular needs and objectives. By being proactive, we can develop dynamic and comprehensive investment plans and build long-term relationships that last generations.

Relationship Management Process
We strive to provide world-class service and advice by putting our clients’ best interests first. We develop unique, tailor-made investment programs and employ traditional and alternative investment strategies that emphasize protection and preservation, along with the opportunity for growth.

On-Boarding Timeline
  • Listen and Learn: Gather and analyze risk tolerance and objectives.
  • Establish Goals: Formulate a financial plan.
  • Execute: Implement an asset allocation and location strategy.
  • Perform: Conduct investment due diligence and mitigate risk.
  • Maintain: Keep an appropriate asset allocation.
  • Reconcile: Connect client risk tolerance and objectives over time.

Once the client on-boarding process is complete and the plan is in place, we hold regularly scheduled account reviews, both in person and over the phone. Each team member knows the client’s story and is ready to assist with any questions. Although we each have specialty areas, there’s always someone here to help them.

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