Robert Norfleet

Robert F. Norfleet III
Director Institutional Investment Advisor

919 East Main St

Suite 200,

Richmond, VA 23219

Robert.Norfleet@truist.com

Phone 804-334-5632

Get directions

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About me

Background

Robert Norfleet is an Institutional Investment Advisor with Truist Wealth.

Education

MBA
Virginia Commonwealth University 2000
BA
The University of the South, Sewanee 1993

Specialties

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

Locations

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