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

The Robbins Group of Truist Investment Services, Inc.

919 E Main St

8th Floor,

Richmond, VA 23219-0005

Who we are

The Robbins Group of Truist Investment Services, Inc. is a seasoned advisory practice focused on investment management for successful entrepreneurs, executives, high-net-worth individuals, and their families.
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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

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

  • 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

Brian E. Gates
Brian E. Gates
Financial Consultant
Tracy B. Rosson
Tracy B. Rosson
Registered Client Service Associate
Vincent E. Moore
Vincent E. Moore
Registered Client Service Associate
Our mission is to help our clients achieve their financial goals. We do this by first taking the time to listen to each client’s unique purpose, mission, and values. We strive to empower clients by offering customized advice that will help address each client’s objectives and goals. Each client has different ideas about what makes life great. We take the burden out of managing the financial details from investment management, risk management, estate planning, and fiduciary needs to philanthropic strategies so clients can enjoy life’s journey. 

Supported by the resources of Truist Bank, our team is comprised of talented and experienced individuals with over 70 years of combined investment management experience. We strive to be the force of calm for our clients helping them to navigate the complexity and uncertainty that all too often accompany financial success.

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