The Morris Group of Truist Investment Services, Inc. The Morris Group of Truist Investment Services, Inc.

The Morris Group of Truist Investment Services, Inc.

2 W Washington St

STE 803,

Greenville, SC 29601-2735

Who we are

The Morris Group is a team of professionals delivering financial planning and investment advice. Our team has over 40 years of experience creating customized financial plans, managing investment assets, and building estate plans, while utilizing a variety of financial tools to assist in holistic wealth creation and sustainability. The goal is simple: to assist clients in achieving their financial goals through experience and knowledge, while maintaining a prudent and calculated process to gain financial independence.
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Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

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

  • 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.

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Samantha Gillespie
Samantha Gillespie
Financial Advisor
Collin Castlebury
Collin Castlebury
Client Service Associate
Our Approach
Team management 
FIT meeting
Holistic wealth management
Education
Portfolio management

Services Provided
Goal planning
Investment management
Insurance and risk management
Estate and legacy review and planning
Tax review 
Annual review meetings

Our Process
Understand each client’s goals and concerns
Gather financials to create net worth and cash flow statement
Analyze/prioritize
Develop and propose customized solutions
Implementation
Monitor and adjust 

Client Touches
Client onboarding and team intro
Weekly market recap
Monthly muse (financial planning related)
Birthday card or call
1-2 annual client events
1-2 annual client review meetings
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