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

The Potomac Group of Truist Investment Services, Inc.

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

Potomac_Group@Truist.com

Phone 301-497-3313

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Who we are

The Potomac Group's Mission:

We are passionate about creating elegant solutions for busy physicians, attorneys, and business owners to help them address their financial goals and ambitions. We manage the entire financial life of our clients; which includes coaching them to work towards their financial goals, helping them make sense of global markets, and gain a higher level of financial confidence through life’s journey. Our team has a combined wealth and investment management experience of over 75 years.
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

  • 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

Tom Parker
Tom Parker
Financial Advisor
Managing Director
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Jason Seebachan
Jason Seebachan
Financial Advisor
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Charles Smith
Charles Smith
Financial Consultant
Sherwin Najand
Sherwin Najand
Client Service Associate
For the business owner:
We work with your advisors (CPA, Attorney, and Banker) to maximize your company and personal balance sheet through the education and implementation of qualified plans, non-qualified plans, cash management, security lending, and risk management.

For the individual:
We walk with you side by side through financial planning, asset allocation, investment selection, risk management, retirement income planning, and estate planning all while coordinating with your advisors (CPA, Attorney, and Banker).
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    Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

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

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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