Theodore Barger

Theodore N. Barger, CFP®
Assistant Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1425 Seminole Trl

4th Floor,

Charlottesville, VA 22901-1417

About me

Background

Ted Barger has over 30 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional and as a Financial Advisor with Truist Investment Services, Inc., his mission is to help clients achieve economic success and financial well being, and to put the client's interest at the forefront.

Investment Advisor Representative, Truist Advisory 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

  • 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

  • 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

To
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