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

The Tidewater Group of Truist Investment Services, Inc.

948 Laskin Rd,

Suite 300,

Virginia Beach, VA 23451-3905

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Who we are

Pete Reuss, AAMS®
I’m a Managing Director and Financial Advisor with over 25 years of financial services experience—and both a numbers guy and a people person. With my training in mathematics and education, I take equal pleasure in finding investment solutions and in sharing them with clients in a way that gives them the confidence they need to help achieve their financial goals. 

Bringier McConnell, AAMS® 
As a Managing Director and Financial Advisor, I enjoy sharing my broad understanding of global financial markets with clients and, especially, in taking the mystery out of the investment process. Drawing on my breadth of experience, I specialize in creating holistic financial strategies designed to achieve protected growth.

Kimball Payne 
I’m a Financial Advisor and specialize in analyzing and tracking stocks, bonds, mutual funds, and investment managers to provide information and appropriate investment choices for our clients. I look for ways to help maximize risk adjusted investment returns based on each client’s specific needs and goals.

Ed Bohnslav
A Financial Advisor, I specialize in financial planning, legacy protection, retirement income, tax minimization strategies, and serve on the group’s investment committee. 

Debbie Plunkett
I’m an Assistant Vice President and Business Development Officer with more than 25 years of financial industry experience. I lead the team’s business development and coordinate client events. 

Rebecca “Becky” Maxwell-Scott
As a Client Service Associate, I focus on providing outstanding client service and team administrative support. I get to know our clients well from the beginning of each relationship, handling account setup processes, transfers and clients acclimated.

Melody Glass – Registered Client Service Associate
With over ten years of financial industry experience, I’m a Registered Client Service Associate and provide complex administrative support and compliance overview, as well supporting our team.

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

Pete Reuss
Pete Reuss
Financial Advisor
Bringier McConnell
Bringier McConnell
Financial Advisor
Kimball Payne
Kimball Payne
Financial Advisor
Ed Bohnslav
Ed Bohnslav
Financial Advisor
Debbie Plunkett
Debbie Plunkett
Business Development Officer
Becky Maxwell-Scott
Becky Maxwell-Scott
Client Service Associate
Melody Glass
Melody Glass
About Us
The Tidewater Group delivers personalized solutions for high-net-worth families and business owners. We create plans that help our clients achieve their diverse aspirations.

Managing the complex needs of affluent clients in today’s world requires a team that provides a holistic approach. By leveraging our vast financial services experience, we create personalized portfolios and solutions suited to our clients’ specific needs. To make sure we provide the most attentive service, we work with a select number of clients. This allows us to know our clients on a personal level and develop lasting relationships to help us protect their financial interests in the long-term.

Just as we are strongly committed to developing deep personal relationships, we are equally passionate about giving back to our community. We each donate our time, talents, and resources in support of many philanthropic and charitable organizations in Virginia and beyond.

Our Investment Process
A quality financial plan takes into consideration more than just your investments. We begin with an in-depth discussion to help identify your goals, risk tolerance and time horizon. Then, we develop a comprehensive plan that encompasses all aspects of your financial picture and reflects your values as well as your near- and long-term objectives. We will actively monitor your plan and provide periodic recommendations to help you progress toward your financial goals. We understand we are not experts in all fields and, therefore, we work with select partners and with your approval, external professionals such as your attorney, accountant and other trusted professionals to help establish a robust and well-rounded plan.

We are a team of professionals committed to your financial wellbeing. We believe this begins with our people, whose breadth, depth, and experience are our greatest strength. As your advocates, we apply consistency and discipline to help you meet your long-term objectives.

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