Samuel (Sam) Mintz,
CFP®
Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Mintz and Gow Group of Truist Investment Services, Inc.
Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Mintz and Gow Group of Truist Investment Services, Inc.
919 E Main St
5th Floor,
Richmond, VA 23219-0005
About me
Background
Sam Mintz is a Director with the Private Client Group of Truist Wealth with over 20 years of experience at Truist. He co-founded The Mintz and Gow Group of Truist Investment Services, Inc. While they are based in Richmond, VA, they have relationships across the country and internationally. He is responsible for maintaining client relationships, business acquisition, marketing, and heads up their financial planning engagements. With his CERTFIED FINANCIAL PLANNER™ designation, he brings knowledge of strategies and services available to clients.
Sam has been active in the community throughout his time in Richmond. He has been on the board for the Sports Backers organization, sat on many of their committees, and was head of their President’s Council for 4yrs. He was also a mentor for children at United Methodist Family Services and is an active member at Salisbury Country Club.
He is a native of Shallotte, NC and attended the University of North Carolina at Wilmington where he majored in Business Administration with a concentration in Finance. He was hired by BB&T’s Leadership Training Program out of college and has been in Richmond ever since 2002.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Business Administration with a concentration in Finance
University of North Carolina at Wilmington
Personal Interests
Sam enjoys playing golf, basketball, and spending time with his daughters, Sophia and Bella and his wife, Heather.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Risk management
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.
Estate planning
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Business management and planning
Top-notch service delivery and support for the private banking needs of business-owners
