Wesley Robbins

Wesley J. Robbins
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

207 Mockingbird Ln

Johnson City, TN 37604-3116

About me

Background

Wesley Robbins is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. He taps into the experience of many investment professionals, trust and estate experts, private bankers, and insurance professionals to help his clients navigate a wide range of financial challenges.

Wesley listens attentively to his clients’ most pressing wealth management questions and concerns and routinely collaborates with them to keep them on track with addressing their long-term planning objectives. His management process takes clients through various steps to help them develop a plan that meets their risk tolerance and investment planning objectives.

Before entering the financial services industry, he was a store manager for Food Lion, Inc., for over 23 years. 

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

Education

Associate Degree: Business Management
Northeast State Community College

Personal Interests

Wesley earned an associate’s degree in business management from Northeast State. He and his wife, Connie, live in the Tri-Cities Tennessee area and enjoy serving their community to help make it a great place to live and raise a family.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

  • 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.

Locations

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