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

The Robinson Group of Truist Investment Services, Inc.

100 Crescent Court

10th Floor,

Dallas, TX 75201-2911

TheRobinsonGroup@truist.com

Phone 214-683-9429

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Who we are

The Robinson Group of Truist Investment Services, Inc. delivers a holistic wealth management experience that is founded on exceptional client service and industry experience offered through the full suite of resources at Truist.  Our team has over sixty years of combined financial services experience that is leveraged to customize recommendations and offer valuable insights. We guide our clients through financial planning and implement personalized portfolio strategies that support their future cash flow needs. We are committed to helping our clients navigate changes in their life and/or business, revisiting their financial plans and adjusting their investment strategies as needed. We partner with specialists to address all areas of financial health such as estate planning, tax strategy, business sales/purchases, and risk management. We specialize in working with business executives, corporations, closely held private companies, family offices, and individual investors. 

We specialize in:
-Strategic Investment Management
Our approach to investment management is based on time in the market rather than timing the market. We work with clients to understand their goals and make recommendations that support their immediate and long-term needs. We customize asset allocations based on a variety of factors including risk tolerance, cash flow needs, and tax considerations. 
-Business Transition and Life Cycle Planning
We specialize in managing investments for corporations and closely held private companies. Our team has experience in understanding business life cycles, mergers and acquisitions, partner buyouts, cash flow needs, generational wealth planning and business transition planning. We work with a team of internal and external partners to offer a distinct experience to business owners that are seeking comprehensive financial advice. 
-Business Executive & C Suite Advice
We work with business executives and C Suite members to develop holistic plans that incorporate strategies for their compensation plans, partner buyouts, ESOP’s, 10b5-1 planning, retirement planning, estate planning, and generational wealth strategies.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • 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

  • 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

  • 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.

  • 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

Using its affiliation with Truist, our group constructs a comprehensive wealth management strategy driven by each clients’ unique needs. As a team within a full-service investment firm, we can provide a diversified and balanced strategy using a wide range of investment tools. This integration of intellectual capital, banking services, trust and estate planning, tactical use of credit, and investment management, help us provide optimized strategies to meet our clients’ financial needs.

• Gather and Analyze: Discuss such topics as risk tolerance, time horizons, retirement goals, and cash flow needs.
• Establish Goals: Set realistic financial goals while considering existing assets, liabilities, projected income, and tax considerations.
• Determine Investment Strategy: Develop a tailored strategy based on goals, individual circumstances, and personal risk tolerance.
• Implement Plan: Utilize investment tools that range from traditional brokerage accounts to professional money management.
• Monitor and Review: Seek to anticipate and prevent unintended consequences by providing continuous analysis, ongoing communication, and oversight of the plan.

Our core focus is to provide investors with a team of professionals that deliver excellent service and can navigate their unique financial landscape. 

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