The Star City Group of Truist Investment Services, Inc. The Star City Group of Truist Investment Services, Inc.

The Star City Group of Truist Investment Services, Inc.

10 Franklin Rd SE

Suite 201,

Roanoke, VA 24011-0008

Starcity.group@truist.com

Phone 540-982-3098

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Who we are

The Star City Group of Truist Investment Services Inc. is a team of Advisors, Consultants and Support staff that offer over 25 years of experience.  We employ a holistic team approach to help serve the needs of high-net-worth individuals, families, and businesses.  We are located in the Truist Wealth office in downtown Roanoke, Virginia but also serve clients in many locations and states.  We take pride in forming strong long-lasting relationships that help build better lives and communities as well as become our clients trusted advisor.  
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

Our team can help you effectively identify and address critical issues that are vital to the success of your overall investment portfolio and financial plan.  Drawing on decades of experience, we will utilize our resources and partners to create customized plans to support your objectives and achieve your goals.  Our process includes discovering, analyzing, devising, and then executing to deliver solutions to you as our client. 
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    Locations

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    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

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    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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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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