The Molster Group of Truist Investment Services, Inc. Hero image mobile

The Molster Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

Who we are

The Molster Group of Truist Investment Services, Inc. is a financial advisory practice working with multi-generational families on estate, tax*, investment, and succession planning. We offer tailored risk management and a full range of asset management solutions. Beyond the traditional approaches, we coordinate with our clients’ CPA and attorneys to provide integrated advice and guidance*.

We believe effective collaboration begins with listening and gaining a true understanding of each client’s full situation, including their goals, dreams, and the other important aspects of their life. We work with our clients to assess a variety of scenarios, to address their questions and concerns, and to help keep them on track.

Our team of professionals are skilled and experienced in their respective roles and possess an unwavering commitment to delivering quality work and support for clients.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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.

  • 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

Bernice Murff
Bernice Murff
Vice President, Business Development Officer
Cheryl Franz
Cheryl Franz
Client Service Associate
Chad Porter
Chad Porter
Client Service Associate
We believe our wealth management services should make a positive impact on our clients and contribute to their confidence in living with their wealth. This extends beyond their financial capital and includes the range of responsibilities families must adopt to benefit from a long-term perspective. Our process emphasizes tried and true principles of wealth preservation and protection while seeking to capitalize on the opportunities that are critical to multi-generational success. 

Our process is guided by three basic elements:
  1. Transparency: our clients’ best interests are above all else, and we are committed to clear and timely communications.
  2. Confidentiality: our relationships are built on a foundation of trust and held in the strictest of confidence.
  3. Integration: we are part of our clients’ close circle of professional advisors. At our clients’ discretion, we co-ordinate with attorneys and CPAs to optimize our clients’ strategies and outcomes.*
Please feel free to contact us to schedule a time to talk. 
    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    To
    Loading location info... Loading the directions...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
    Fax {4}

    {0} {1}
    {0} {2} {3} {1} miles