Wesley Robbins

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

207 Mockingbird Ln

Johnson City, TN 37604-3116

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. I tap into the expertise of many investment professionals, trust and estate experts, private bankers, and insurance professionals, to help my clients navigate a wide range of financial challenges.

I listen attentively to my clients’ most pressing wealth management questions and concerns and routinely collaborate with them to keep them on track to meeting their long-term planning objectives. My management process takes clients through various steps to help us develop a plan that meets their risk tolerance and investment planning objectives.

Before entering the financial services industry, I 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

I earned an associate’s in business management from Northeast State. My beautiful wife, Connie, and I live in the Tri-Cities Tennessee area and enjoy serving our communities 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.

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