Chad Waterworth

Chad Waterworth
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.
The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc.

810 Main St

Lynchburg, VA 24504-1532

About me

Background

Chad joined Truist’s predecessor firm, BB&T Scott & Stringfellow, as an investment broker in 2006 after working for UBS Financial Services. He is a native of Lynchburg and a 1994 graduate of Hampden-Sydney College where he earned his Bachelor’s Degree in Economics. Chad has completed the Preferred Portfolio Management program. He and his wife, Katie, have three children.

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

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

  • 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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