The Upland South Group of Truist Investment Services, Inc. The Upland South Group of Truist Investment Services, Inc.

The Upland South Group of Truist Investment Services, Inc.

200 W Vine St

Suite 120,

Lexington, KY 40507-1612

Who we are

The Upland South Group strives to provide holistic solutions, comprehensive guidance, and exceptional service to help our clients secure their financial future. Our primary focus is to provide a personalized and disciplined approach to investment management based on honesty, integrity, and mutual trust.
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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

Our Approach


We believe investing is about more than numbers and analytics: It’s about pairing our clients’ goals with a long-term, integrated investment strategy tailored to their needs. 

With an extensive background in financial planning, we find great joy in walking clients through the complex issues surrounding their financial lives and providing answers to the many questions they may have along the way. We advise on a multitude of issues beyond investment management, including retirement savings, education funding, income planning, wealth preservation, estate planning, and many others. No matter the topic, we focus on our clients’ best interests and their experience.

Our Advantage


Our advantage begins with our people. Knowing that our client relationships require a range of roles, skills, and expertise, we have assembled a distinguished team of professionals committed to our clients’ financial success. With each team member focusing on different aspects of the overall management process, clients are provided a high level of accessibility and exposure to a variety of areas of financial experience, which is rare in the industry today. 

Our Client Commitment


We always put the client’s interests first. We are here to help them address their financial objectives.

A client is always an active member of their financial planning team and we regularly meet with them to review their plan’s progress and discuss any recommendations. Our partnership with the client and having them participate is the catalyst for a more complete financial plan that mirrors the client's goals.

Most of all, we work to maintain our clients’ trust. By delivering exceptional service and providing sound financial advice, we strive to build a strong relationship that will endure for many years to come.
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