Tomer Shoval

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

5000 Connecticut Ave NW

Washington, DC 20008-2023

Tomer.Shoval@Truist.com

Phone 301-955-3970

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About me

Background

Tomer is a Financial Advisor, offering clients nearly 20 years of financial services, retirement planning and investment management experience. His focus is on advising clients on developing and implementing investment strategies to help them with their immediate and future goals. Tomer takes time assessing a clients' situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults 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

Tomer is a native of Tel Aviv, Israel, and has been living in Washington, DC for nearly two decades. Other than spending time with his wife and children, he loves to travel, bike, exercise, focus on healthy eating and spending time out in nature. 

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

Locations

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