Tomer Shoval

Tomer Shoval
Financial Advisor Investment Services Group Truist Investment Services, Inc.

7788 Riverdale Rd

New Carrollton, MD 20784-3957

About me

Background

I’m a Financial Advisor with Truist Wealth, offering clients more than 17 years of financial services, retirement planning, and investment management experience. I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals.

I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies.

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

Education

Bachelor's In Business Administration - Management
Strayer University 2007
Certificate in Financial Planning
Georgetown University’s School of Continuing Studies 2014

Personal Interests

I’m a native of Tel Aviv, Israel, and have been living in Washington, DC, for nearly two decades. I’m married and have three young children.

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

  • 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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