Gordon Grimes

Gordon W. Grimes, II CFP®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Gordon Grimes Group of Truist Investment Services, Inc.

3605 Glenwood Ave

4th Floor,

Raleigh, NC 27612-3908

Gordon.Grimes@Truist.com

Phone 919-326-3098

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About me

Background

Gordon Grimes is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 25 years of comprehensive wealth management experience, using a team approach which brings together specialists in the following areas: Investment Management, Financial Planning, Credit Solutions, Business Succession, Insurance and Estate Strategies.

Gordon has earned the CERTIFIED FINANCIAL PLANNING® designation. He received his certificate in financial planning from Duke University. Gordon holds himself accountable to recommend strategies with his clients’ needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists but also highly attentive service and coordination of resources. He takes the time to get to know his clients and gains an understanding of the critical aspects of their financial life.

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

Education

Bachelor of Science
Bluefield University 1990 1994
Certificate in Financial Planning
Duke University 2005 2006

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Accomplishments

Truist Performance Award*
Truist 2020
Truist Performance Award*
Truist 2021
Truist Performance Award*
Truist 2022

Locations

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