The Scull-Taylor-Kornegay Group of Truist Investment Services, Inc. The Scull-Taylor-Kornegay Group of Truist Investment Services, Inc.

The Scull-Taylor-Kornegay Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

Who we are

The Scull-Taylor-Kornegay Group of Truist is committed to building long-term relationships with clients and their families based on mutual trust, professionalism, and experience—we're here to serve the client first.

We formed our team to provide affluent families, corporations, endowments, and foundations unsurpassed client service and a superior wealth management experience. With almost 100 years of combined experience, we're one of the firm’s top advisory practices, successfully managing over 1.2 billion assets for clients in more than 20 states. Additionally, we offer clients a powerful combination: The banking strength of Truist, along with our high-touch, boutique client service experience.

Managing and protecting our clients’ assets is not just our business—it’s our passion. 

Our Financial Advisors are supported by Client Service Associates Debbie McLamb, Kaylee Brooks, Serena Lester, and Blake Manley, all of whom are available to help our clients with their day-to-day needs. They can be reached by phone at 919-571-1893 or by email at DMcLamb@Truist.com, Kaylee.Brooks@Truist.comSLester@Truist.com, BManley@Truist.com, respectively. 
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

  • 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

Chris Oldham
Chris Oldham
Business Development Officer
Debbie McLamb
Debbie McLamb
Client Service Associate
Kaylee Brooks
Kaylee Brooks
Client Service Associate
Serena Lester
Serena Lester
Registered Client Service Associate
Blake Manley
Blake Manley
Business Development Officer
Planning
We provide our clients with solid, logical, and organized plans for managing their wealth, while simultaneously seeking to minimize their risk. We have a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional on our team and Truist specialists to assist and consult in all facets of the process.

Attention
We believe there’s tremendous value in face-to-face meetings. Clients receive regularly scheduled meetings, along with quarterly phone updates. Multiple team members often participate in client meetings to work together on an issue, whether it’s an investment strategy or a wire transfer request.

Custom Portfolio
Every client is unique, so we tailor each investment portfolio to the client’s specific goals and objectives. Our team meets weekly to review the economic landscape and discuss potential changes for our clients. We have access to some of the best research on Wall Street and regularly monitor client portfolios to help meet their goals.

Investment Philosophy
We’re committed to our core philosophy of service first. It’s our promise to provide superior customer service and build long-term relationships with our clients and their families based on mutual trust, professionalism, and experience. We want to make it easy for clients to contact us when they have an account question, so we work closely as a team to ensure that there’s always someone available to assist them.

Service First
We put service first to make the client experience as seamless as possible. Our goal is to speak to each client at least every 90 days to ensure that we're making ample progress toward their goals. We also provide regular reviews and monthly newsletters to keep them informed and up to date.
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