The Tanabe and McFarlane Group at Truist Investment Services, Inc. The Tanabe and McFarlane Group at Truist Investment Services, Inc.

The Tanabe and McFarlane Group at Truist Investment Services, Inc.

4 Greenwich Office Park

Greenwich, CT 06831

Thetanabeandmcfarlanegroup@Truist.com

Phone 203-769-2724

Get directions

See all locations

Who we are

The Tanabe and McFarlane Group of Truist Investment Services, Inc. is a dedicated team committed to helping individuals, families, and businesses pursue their financial goals.  By combining 27 years of industry experience with a fresh perspective complemented by 9 years in the financial services industry, we provide clients with the benefits of both seasoned insight and innovative thinking.

Our collaborative approach allows us to deliver personalized financial guidance, thoughtful investment strategies, and attentive client service. Together, we strive to build lasting relationships based on a deep understanding of each client's unique financial journey.
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

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

The Tanabe and McFarlane Group of Truist Investment Services Inc., follows a diligent and prudent process which prioritizes our clients’ best interest.  We believe successful financial planning begins with listening.  Our four-step process includes Discovery, Analysis, Advise, and Review.  

Discovery: Every client relationship begins with understanding what matters most to you. During the discovery process, we take the time to learn about your financial situation, values, priorities, goals, and concerns. Through meaningful conversations, we seek to understand not only where you are today, but also where you want to be in the future.

Analysis: After gathering information, we conduct a comprehensive analysis of your financial picture. This includes evaluating your assets, liabilities, cash flow, investment holdings, risk tolerance, retirement readiness, estate planning considerations, and other key factors. Our goal is to identify opportunities, uncover potential gaps, and develop a clear understanding of your financial landscape.

Advise: Based on our analysis, we provide personalized recommendations designed to align with your unique goals and circumstances. We explain strategies in a clear and understandable manner, helping you evaluate available options and make informed decisions. Whether the focus is investment management, retirement planning, wealth preservation, or legacy planning, our advice is tailored to your specific needs.

Review: Financial planning is an ongoing process, not a one-time event. We regularly review your progress and your strategy to help ensure it remains aligned with your objectives. As markets change and life events occur, we work proactively to adjust and provide guidance so you can remain focused on achieving your long-term goals.

Market Perspective Elections matter, but other factors matter more

With midterm elections about to take center stage, we analyzed market and sector performance throughout history. The results may surprise you.

Market Perspective
09/29/2026
Article
09/29/2026
Market Perspective

Market Perspective Elections matter, but other factors matter more

With midterm elections about to take center stage, we analyzed market and sector performance throughout history. The results may surprise you.
09/29/2026
Article
09/29/2026
Market Perspective

Market Pulse Market Pulse - September 28, 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.
09/28/2026
Article
09/28/2026
Market Pulse – September 28, 2026

Market Pulse Market Pulse - September 28, 2026

Market views heading into the week highlight what we're watching and important news ahead.
09/28/2026
Article
09/28/2026
Market Pulse – September 28, 2026

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
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...

    Location data unavailable at this time. We apologize for the inconvenience.

    {5}

    {0}

    {1}

    {2} miles

    Office hours

    {6}

    Phone {3}

    Fax {4}

    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo 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

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    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.

    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. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support 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.

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

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2026, Truist. All Rights Reserved.