Thomas  Rouse

Thomas R. Rouse, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

514 SE Greenville Blvd

2nd Floor,

Greenville, NC 27858-6735

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., with over 20 years of experience in helping families plan for retirement, manage their assets, and handle estate planning. I also serve business owners by providing advice on corporate retirement plans as well as business succession planning.

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

Education

B.A. Economics & International Studies
UNC Chapel Hill 1996 2000

Personal Interests

I’m active with the St. James UMC, the Greenville Noon Rotary Club, and the Boy Scouts of America.

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

  • 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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