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Tom Sowers
Financial Advisor Investment Services Group Truist Investment Services, Inc.

250 Neff Ave

Harrisonburg, VA 22801-3427

About me

Background

I’ve been providing comprehensive financial advice to individuals and small businesses since starting my career in 1994 with Truist’s predecessor firm, Scott & Stringfellow. I use a consultative approach to help my clients achieve their financial goals, ranging from college planning to financial independence in retirement. Through partnerships with their legal and tax consultants, I also assist in estate planning, tax avoidance, and overall risk management.  

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

Education

Bachelor of Arts
University of Virginia 1988

Personal Interests

I’m actively involved in my community and serve local civic organizations. As natives of the Shenandoah Valley, my wife and I love the outdoors, appreciate the culture of the region, and are thankful to live and to have raised our children in such a beautiful part of the world.

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

  • 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

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