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

The STK Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

STKGroup@Truist.com

Phone 919-571-1893

Fax 919-571-9604

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Who we are

The STK Group of Truist Investment Services, Inc. provides wealth management services to affluent families, corporations, endowments, and foundations with more than 100 years of combined experience. Based in Raleigh and Southern Pines, North Carolina, we are one of the firm’s top advisory practices, successfully servicing over $2.4 billion in custodied assets as of July 31, 2026.

As The STK Group, we are here to serve you, the client, first. Managing your assets is not only our business, but also our passion. This approach has helped The STK Group be recognized by Forbes/Shook as the #1 Best-In-State Wealth Management Team in North Carolina – East in 2026.

We are committed to building long-term relationships with clients and their families based on mutual trust, professionalism, and experience. Our focus is connecting with our clients on a personal level, allowing us to design, implement, and continually refine comprehensive strategies that align with clients’ short and long-term objectives. We aim to provide a seamless and balanced approach that touches all aspects of clients’ financial lives.

Clients can benefit from the depth and breadth of resources available through Truist, paired with the customized service and attention that define our practice. This combination of large-firm capabilities and boutique-level client engagement enables us to provide a comprehensive and personalized wealth management experience.

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 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

  • 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.

Accomplishments

Best In State Wealth Management Teams*
Forbes 2024 External
Best In State Wealth Management Teams*
Forbes 2025 External
Best In State Wealth Management Teams*
Forbes 2026 External
*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024,2025,2026 and is based on the aforementioned criteria through the calendar year preceding the award date.
Jack Taylor
Jack Taylor
Jack Taylor
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Robbie Kornegay
Robbie Kornegay
Financial Advisor
Senior Managing Director
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Blake Manley
Blake Manley, CFP®
Financial Consultant
Vice President
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Chris Oldham
Chris Oldham
Business Development Officer
Debbie McLamb
Debbie McLamb
Client Service Associate
Serena Lester
Serena Lester
Registered Client Service Associate, Assistant Vice President
Paul Liebman
Paul Liebman
Portfolio Management Officer
Philip Rothstein
Philip Rothstein, CFP®, CEPA
Financial Consultant
Vice President
 See more
Jessica (Jayle) Winterholler
Jessica (Jayle) Winterholler
Client Service Associate
Mackenzie Ward
Mackenzie Ward
Registered Client Service Associate
Planning
We provide our clients with a logical and organized plan for managing wealth while simultaneously striving to minimize risk. We have a CERTIFIED FINANCIAL PLANNER™ professional on our team and use Truist Wealth Advisors to assist in this effort.

Attention
We believe there’s a tremendous value in face-to-face meetings, so as a client, you can expect regularly scheduled meetings along with quarterly phone updates throughout the year. You may have multiple team members meeting with you to work together on an issue whether it’s an investment strategy or a servicing need.

Custom Portfolio
Every client is unique and so each investment portfolio is tailored to your specific goals and objectives. Our team meets weekly to review the economic landscape and discuss potential changes for our clients. We have access to many investment-related research providers and review your portfolio regularly to help address your goals.

Special Commentary House Views update

Reset in growth/tech valuations and yields creates an opportunity to deploy cash

House Views update: Reset in growth/tech valuations and yields creates an opportunity to deploy cash
09/25/2026
Article
09/25/2026
Special Commentary

Special Commentary House Views update

Reset in growth/tech valuations and yields creates an opportunity to deploy cash
09/25/2026
Article
09/25/2026
Special Commentary

Fixed Income Perspective Hawkish Fed pressures the yield curve

Fixed Income Perspective offers our views on top-of-mind fixed income themes.

Hawkish Fed pressures the yield curve, but not the income opportunity
09/25/2026
Article
09/25/2026
Fixed Income – September 25, 2026

Fixed Income Perspective Hawkish Fed pressures the yield curve

Fixed Income Perspective offers our views on top-of-mind fixed income themes.
09/25/2026
Article
09/25/2026
Fixed Income – September 25, 2026

Market Pulse Market Pulse – September 21, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week highlight what we're watching and important news ahead.
09/21/2026
Article
09/21/2026
Market Pulse – September 21, 2026

Market Pulse Market Pulse – September 21, 2026

Market views heading into the week highlight what we're watching and important news ahead.
09/21/2026
Article
09/21/2026
Market Pulse – September 21, 2026
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    Locations

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