Tom Sowers

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

250 Neff Ave

Harrisonburg, VA 22801-3427

About me

Background

Tom Sowers has been providing comprehensive financial advice to individuals and small businesses since starting his career in 1994 with Truist. He uses a consultative approach to help his clients address their financial goals, ranging from college planning to financial independence in retirement. Through partnerships with their legal and tax consultants, he also assists in estate planning, tax avoidance*, and overall risk management.  

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

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

Tom is actively involved in his community and serves local civic organizations. As natives of the Shenandoah Valley, he and his wife love the outdoors, appreciate the culture of the region, and are thankful to live and to have raised their 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

To
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