Walter Pate

Walter C. Pate, Jr. CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

235 McGrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

About me

Background

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

Education

Bachelor of Arts, Mathematics
The Citadel 1985 1989

Personal Interests

Walter Pate serves on the Board of The Charleston Area Citadel Club and is also an active assistant scout master with Troop 2 in Summerville, SC. He enjoys running, hiking, and spending time with his wife of 30 years, their 6 children, and 2 Grandchildren.

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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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