The Polin-Walker Team of Truist Investment Services, Inc. The Polin-Walker Team of Truist Investment Services, Inc.

The Polin-Walker Team of Truist Investment Services, Inc.

180 Old York Rd

Jenkintown, PA 19046-3526

Polin-WalkerTeam@Truist.com

Phone 410-658-7024

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Who we are

The Polin-Walker Team of Truist Investment Services, Inc. is a premier advisory practice delivering tailored wealth management for affluent individuals, professionals, entrepreneurs, and their families.
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.

  • 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 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

Chad Polin
Chad Polin
Financial Advisor
Rich Walker
Rich Walker
Financial Advisor
Ariel Ianovale
Ariel Ianovale
Registered Client Service Associate I
Timothy Delia
Timothy Delia
Registered Client Service Associate
Collaborating with your trusted advisors, we craft cohesive, objective plans that address complex financial needs and align with your vision for a bright financial future. Our experienced team provides innovative solutions, navigating market complexities and life transitions to foster financial well-being. Committed to your best interests, we are committed to delivering clarity and an exceptional experience, empowering you to achieve a sound financial future with strategies tailored to your unique circumstances.
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    Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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