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

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 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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