Bailey Hargrave

Bailey Hargrave
Business Development Officer Truist Investment Services, Inc.
The Coastal Group of Truist Investment Services, Inc.

220 W Garden St

Suite 800,

Pensacola, FL 32502-5702

bailey.hargrave@truist.com

Phone 850-898-8792

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About me

Background

Bailey Hargrave is a Financial Consultant with The Coastal Group of Truist Investment Services, Inc. Serving as an associate who works closely with Financial Advisor, Tom Dietrich, Bailey provides a blend of administrative, consultative, and business development services to the team. Bailey is passionate about ensuring that the team’s internal processes are running smoothly and working closely with the team’s advisors and consultants to service client accounts.

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

Education

Bachelor's Degree
Delta State University 2020
MBA
Florida Gulf Coast University 2023

Personal Interests

Bailey is happily married to his wife, Madi, and both are passionate travelers who love exploring new cultures. They're also dedicated dog owners to their beloved 3-legged friend, Tres. When Bailey's not on the road, he enjoys cheering on his favorite Pensacola sports teams, spending quality time with friends and family, and indulging in his hobbies of reading, exercising, and attending events in downtown Pensacola.

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

  • 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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