Background
Colin is a Financial Consultant with The Lighthouse Group of Truist Investment Services, Inc. Colin has been in the financial services industry for over 20 years and has an extensive background in all areas of financial planning. Most recently, he served as the director of Planning Strategists supporting NC and FL. Previously, he served as the lead Planning Strategist for the Truist Wealth Team in the Triangle and Eastern NC where he was responsible for engaging existing and prospective clients in “client focused” financial planning. Financial planning services include investment management, cash flow analysis and retirement planning, estate and wealth distribution planning, and risk management review.
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck