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

Who we are

The Polin-Walker Team of Truist Investment Services, Inc. is an advisory practice providing integrated investment strategies and personalized wealth management for affluent individuals, professionals, entrepreneurs, and their families.  We deliver a disciplined approach and fresh perspective tailored to help our clients achieve their vision of a sound financial future, with their best interests and delivering an excellent experience as our primary concerns.
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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

  • 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

Chad Polin
Chad Polin
Financial Advisor
Rich Walker
Rich Walker
Financial Advisor
Timothy Delia
Timothy Delia
Registered Client Service Associate
Nicole Lawler
Nicole Lawler
Client Service Associate
Knowing that productive relationships require a range of roles, skills, and knowledge, we’ve assembled a distinguished team of professionals committed to our client’s financial success.  Each team member focuses on different aspects of the overall management process, allowing us to find suitable areas of opportunity, adjust investment strategies, and make changes, as needed.
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