The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc. The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc.

The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc.

810 Main St

Suite 100,

Lynchburg, VA 24504-1508

Who we are

Roger Vaden, Mike Madden, Chad Waterworth, and Will Poats have more than one hundred years of combined experience in the financial services industry. They collectively strive to help meet their clients' needs and expectations in a timely and professional manner. As a team, they manage investment strategies based on each client’s unique financial objectives. 

The team’s mission is simple: provide quality advice and service to their client base, which includes individuals, corporations, and non-profit organizations.  

Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Each investor is unique. We believe it is important to develop a clear understanding of your short and long-term goals, investment objectives and risk tolerance in order to recommend the right asset allocation for your particular situation. We work with you to help clarify your priorities, create a personalized financial plan, and provide investment guidance to act on these goals. 
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