The Price-Taylor Group of Truist Investment Services Inc. The Price-Taylor Group of Truist Investment Services Inc.

The Price-Taylor Group of Truist Investment Services Inc.

201 N Union St

Suite 240,

Alexandria, VA 22314-2642

PriceTaylorGroup@truist.com

Phone 703-836-9755

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Who we are

The Price-Taylor Group provides a personalized and disciplined approach to investment management. We are an experienced team of professionals committed to your financial success. Each recommendation is based on your best interests, and your client experience is our primary concern. We believe collaboration – both with you and within our team – is essential to effective investment planning. We each manage different aspects of the overall process, which allows us to oversee the details needed to effectively implement your investment strategy. By leveraging our extensive knowledge and experience, we provide holistic solutions to help you achieve your vision of a sound financial future. 

Our process begins with an in-depth consultation that encompasses all components of your financial picture – your values, your concerns and your short- and long-term objectives. Once we understand who you are and what you are trying to achieve, we carefully examine all implications and recommend strategies that best reflect your investment needs, risk-tolerance, and philosophy. After we carefully review and discuss all aspects of your plan, we monitor your progress on an on-going basis.

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

We will always put your interests first.  We are here to help you meet – or possibly exceed – your financial objectives.

You will be an active member of your financial planning team.  We will meet with you regularly to review your plan’s progress and discuss any recommendations.  We depend on your enthusiastic participation to ensure successful realization of your financial plan.

We will work to maintain your trust.  By delivering best-in-class service and providing sound financial advice, we will strive to build a strong relationship with you that will endure for many years to come.

We measure our success by helping you succeed.  Contact us today to discuss your comprehensive financial plan.

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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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