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

Who we are

As financial advisors, The STK Group of Truist Investment Services, Inc. is committed to building long-term relationships with clients and their families based
on mutual trust, professionalism, and experience. We formed our team to provide client service and a wealth management experience to affluent families, corporations, endowments, and foundations. With more than 100 years of combined experience, we are one of the firm’s top advisory practices successfully managing more than $1 billion in assets1 for clients in over 20 states. Additionally, we bring you the banking strength of Truist along with our high-touch, boutique client service experience. We’re confident you will find this is a powerful combination. Managing and helping build financial well-being is not just our business, but our passion.

The STK Group has developed a culture in which every member of the team recognizes and embraces the client centric principle. We are here to serve you, the client, first. This approach has helped The STK Group be recognized by Forbes as the #4 Best-In-State Wealth Management Teams for 20242.


1One of the top advisory practices is based on production and assets under management; as of January 16th, 2024
2Each 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 in January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.
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
Serena Lester
Serena Lester
Registered Client Service Associate
Paul Liebman
Paul Liebman
Registered Client Service Associate
Kaylee Brooks
Kaylee Brooks
Client Service Associate
Planning
We provide our clients with a solid, 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 wire transfer request.

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 some of the best research on Wall Street and review your portfolio regularly to help address your goals.
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