Louis Clark

Louis G. Clark, Jr. CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Clark-McReynolds Group of Truist Investment Services, Inc.

1737 N Clyde Morris Blvd

Daytona Beach, FL 32117-5517

Louis.Clark@Truist.com

Phone 386-246-5173

Fax 386-447-1851

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About me

Background

Louis Clark is a Financial Advisor with the Clark McReyonlds Group at Truist Investments, Inc. offering clients over 23 years of experience in financial services, retirement planning, and investment management. He is a CERTIFIED FINANCIAL PLANNER™ professional.

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

Education

Bachelor of Science in Business Administration - Finance
UNC Chapel Hill 1994

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

Investments Presidents Cup
Truist 2019

Locations

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