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

The Taylor Group of Truist Investment Services, Inc.

310 4th St NE

Suite 100,

Charlottesville, VA 22902-5299

Who we are

The Taylor Group of Truist Investment Services, Inc., provides financial planning and investment management services to successful families, individuals, businesses and nonprofits. They are a diverse team of men and women who span across multiple generations. This helps them bring unique perspectives while providing clients customized financial advice no matter a client's life stage.

The group has 4 lines of business:
  1. Wealth management for individuals and families, specifically real estate investors, business owners, healthcare professionals (i.e. providers and administrators), educators (i.e. university faculty, and administrators in secondary and higher education), and retirees.
  2. Corporate cash management for businesses and nonprofits wanting to potentially earn higher rates of interest than bank deposits and bank money markets, while attempting to minimize risk.
  3. Employer-sponsored retirement plan for established and startup 401ks and 403bs, as well as cash balance, 457s, deferred compensation and pensions.
  4. Foundations and endowments investing for institutions that would like their restricted and unrestricted investments managed in a way that is in line with their mission, vision and goals.

Truist Advisory Services, Inc., Truist Investment Services, Inc. 
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

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