W. Russell Dyer

W. Russell Dyer, CFP®, CRPC®, ChFC®, CIMA®, CLU®
Financial Advisor Private Client Group Truist Investment Servies, Inc.

595 Cypress Gardens Blvd

Winter Haven, FL 33880-4406

About me

Background

I offer clients more than 20 years of financial planning experience. My process is to work collaboratively with a client to assess their current financial situation and risk tolerance, as well as future goals, objectives, and liabilities, and then execute an appropriate strategy that seeks to obtain measurable results while attempting to minimize unnecessary risk.

After graduating college, I was invited to join forces with an investment firm in the financial district of Manhattan as a portfolio manager. Later, I decided to use my experience to work with private clients as a Financial Advisor and Wealth Manager.  

I have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Retirement Planning Counselor™ (CRPC®), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst® (CIMA®), and Chartered Life Underwriter® (CLU®) designations.  

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

Personal Interests

I am a graduate of the University of Arizona and an active member of American Mensa. My passion is to assist the members of my community as a wealth management professional.

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

  • 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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