The Sowers Financial Group of Truist Investment Services, Inc. The Sowers Financial Group of Truist Investment Services, Inc.

The Sowers Financial Group of Truist Investment Services, Inc.

205 N Central Ave

Staunton, VA 24401-3310

Sowers.Team@Truist.com

Phone 540-886-2396

Fax 540-886-7043

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Who we are

Our team prides ourselves for having strong community ties. We welcome the opportunity to put our experience to work for new clients and look forward to having the meaningful conversations that make relationships possible.

Will Sowers
Will has been with Truist since 2018, after spending four years as a financial analyst in the railroad industry with CSX in Florida. He's provided analytical support for corporate budgeting, capital allocations, corporate strategy, financial planning and analysis, and investor relations, while regularly supporting a large group of internal clients from small budget owners up to the CFO.

Kim Nye
Kim joined Truist in 1997 after spending a few years working for an independent financial advisor in the area. She takes the greatest joy in working with clients and is committed to establishing relationships and addressing their needs. Kim earned a bachelor’s in elementary education from Virginia Commonwealth University.
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

  • 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

Will Sowers
Will Sowers
Financial Advisor
Director
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Kim Nye
Kim Nye
Registered Client Service Associate, Assistant Vice President
Investment Philosophy
The Sowers Financial Group provides personal attention to financial planning and investment management—and it all starts with getting to know our clients. Strong client relationships are the key to our success and the reason we come to work every day.

We follow a simple, five-step process
  1. Identify the client’s personal and financial goals
  2. Develop a comprehensive financial plan based on the client’s goals
  3. Recommend an investment solution that helps enable the client to address their goals
  4. Implement the plan
  5. Review the client’s investments and financial plan to help ensure they’re on track to address their goals

Our objective has always been to help keep our clients on track to meet their financial goals while minimizing the stress of investing. Planning for education, weddings, retirement, long-term care, and all of life in between can be difficult and lack a one-size-fits-all solution. We have learned through experience that the only way to create an effective strategy for each client is to create a customized financial plan based on their specific goals.

Our Service Commitment—What Clients Can Expect
  • Personal relationship
  • Detailed financial advice
  • Comprehensive financial plan
  • Investment solutions
  • Regular investment monitoring
  • Periodic reviews
  • Proactive reviews
  • Economic education
  • Connections to outside professionals
  • Friendly interactions
  • Quick, courteous responses
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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
    • Are Not Bank Guaranteed
    • 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.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

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    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
    • New York City residents

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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