Allen Dukes

Allen Dukes
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

4068 South Amherst Highway

Madison Heights, VA 24572-5997

Allen.Dukes@Truist.com

Phone 434-381-3061

Fax 434-946-9816

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About me

Background

Allen Dukes is a financial advisor and founding member of the the Dukes and Brooks Group with Truist Investment Services, Inc.  Allen offers clients more than 20 years of financial services, retirement planning, and investment management experience. By taking time to understand what is important to  his clients, Allen strives to make suitable recommendations based on the clients’ needs and goals, with success defined on his clients’ terms.

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

Education

Bachelor of Arts in History
Virginia Wesleyan College 1988 1993

Personal Interests

Allen serves on the board of directors for the Home Builders Association of Central Virginia, coaches lacrosse, and enjoys hunting and fishing.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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

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

Locations

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