Adam Bloomberg

Adam R. Bloomberg
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.
The Jeffords Group of Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

Abloomberg@truist.com

Phone 843-722-7815

Fax 843-577-9937

Get directions

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About me

Background

Adam is a Vice President, Financial Advisor with Truist Investment Services, and a partner of The Jeffords Group of Truist Investment Services, Inc. He is primarily responsible for client portfolio review and implementation, ongoing investment due diligence, and the team’s cash management program. He offers over 10 years of industry experience to guide clients as they make investment and financial decisions. Adam reminds clients that investing is not for everyone; it requires patience, temperament, and discipline. His mission is to help clients strive for financial success. His entire professional career has been focused on wealth management and investments: beginning as a Financial Advisor at Merrill Lynch, joining Truist in 2017 and The Jeffords Group shortly thereafter.

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

Education

B.S. - Business Administration & Management, Finance Concentration
College of Charleston 2013

Personal Interests

Originally from Johannesburg, South Africa, Adam grew up in Atlanta, GA, and has lived in Charleston, SC since 2009. Outside of work, he enjoys US and international travel, road biking, snow skiing in the Rocky and Sierra Mountains, and spending time with extended family across the United States. Adam and his wife, Lauren, live in Mount Pleasant, with their Golden Retriever, Cooper.

Specialties

  • 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

  • Top-notch service delivery and support for the private banking 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

Locations

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