Neal Stevenson

Neal H. Stevenson, CFP®
Financial Consultant Truist Investment Services, Inc.

33 Bull St

Suite 300,

Savannah, GA 31401-3316

nstevenson@truist.com

Phone 912-344-9803

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About me

Background

Neal Stevenson is a Financial Consultant with Truist Investment Services, Inc. offering clients more than six years of financial services, retirement planning, and investment management experience. 

He focuses on developing and implementing investment strategies to help clients address their financial goals. He follows a disciplined process of assessing a client’s financial situation, forming and executing an investment plan, and performing ongoing portfolio maintenance.  

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

Education

Investment Finance, Minor in Spanish
University of South Carolina 2011 2015

Personal Interests

Neal is a native of Savannah, GA and a graduate of the University of South Carolina. He and his wife, Madison, live on Whitemarsh Island with their son, Brandt, and two golden retrievers, Manny and Wilson. In his spare time, he enjoys fishing, scuba diving, kayaking, and training for upcoming triathlons

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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