The Calaman and Sims Group of Truist Investment Services, Inc. The Calaman and Sims Group of Truist Investment Services, Inc.

The Calaman and Sims Group of Truist Investment Services, Inc.

3513 W Cary St

Richmond, VA 23221-2728

calamansimsgroup@truist.com

Phone 804-751-2513

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Who we are

The Calaman-Sims Group of Truist Investment Services, Inc. is a collaborative team of Financial Advisors and Client Service Associates, who works with affluent families, non-profits, foundations and businesses. We have offices in Carytown and Chesterfield, Virginia.
Check the background of this investment professional on FINRA's BrokerCheck

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

Liz Calaman
Liz Calaman
Financial Advisor
Shaun Sims
Shaun Sims, CMFC®, CRPC®
Financial Advisor
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Chan Tom
Chan Tom
Financial Consultant
Kimberly Cimburke
Kimberly Cimburke
Registered Client Service Associate
Our philosophy is that successful wealth management requires developing a personalized financial plan, with clearly defined goals and objectives. We execute the plan using a diverse mix of strategic and tactical investment solutions. We work as a team and partner with various internal and external professionals to deliver comprehensive wealth management solutions. And we adapt as markets change and our client’s needs and goals evolve, to help our clients achieve financial confidence and address their long-term goals.
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    Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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