Thomas Underwood

Thomas B. Underwood, III CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Gill Group of Truist Investment Services, Inc.

Virginia Beach Office Location

948 Laskin Rd,

Suite 300,

Virginia Beach, VA 23451-3905

About me

Background

I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, offering clients 10 years of experience in the financial services industry. I take the time to listen to my clients and ask them questions to understand what matters most to them, approaching each unique relationship with a goal of simplifying the complex. For me, the foundation of financial success is based on comprehensive financial planning that is actionable, adaptable, and carefully aligned with a client’s goals.

I work closely with my team, clients, and other professional advisors to provide proactive, strategic, and tactical advice on an ongoing basis. When one of my mentors was asked the question, “What’s the single-most important trait or skill for an advisor to have?” he answered, “A heart of service.” I share the same conviction.   


Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration, Minor Financial Planning
Campbell University 2011
Master of Business Administration
Campbell University 2011

Personal Interests

I earned both a bachelor’s in trust and wealth management and an MBA from Campbell University. I’m a former board member of the Mesquite ISD Education Foundation and currently serve on the board of Boaz & Ruth.  I live in Ashland, VA, with my wife, Megan. We enjoy spoiling our pup, Bracey, traveling, and spending time with friends and family. I’m an avid sports fan and you can often find me bass fishing on Lake Gaston, or cooking in the kitchen or on the grill.

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 and/or wealth 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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