The Clark-McReynolds Group of Truist Investment Services, Inc. The Clark-McReynolds Group of Truist Investment Services, Inc.

The Clark-McReynolds Group of Truist Investment Services, Inc.

1737 N Clyde Morris Blvd

Daytona Beach, FL 32117-5517

ClarkMcReynolds@truist.com

Phone 407-869-6083

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Who we are

The Clark – McReynolds Group is an investment Management team of Truist Investments. They serve the complex investment and financial planning needs of
individuals, families and small businesses through a specialized and proactive client service approach. 

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

Louis G. Clark, Jr.
Louis G. Clark, Jr.
Managing Director, Financial Advisor
William McReynolds
William McReynolds
Vice President, Financial Advisor
Lisa Maxwell
Lisa Maxwell
Registered Client Service Associate
Amanda O'Dell
Amanda O'Dell
Client Service Associate
With over 38 years of combined experience in the local financial industry, the Clark – McReynolds Group develops and refines a proactive process using organization, accountability, objectivity, education and partnership to provide solutions for our clients. We leverage our extensive knowledge and experience to help secure your financial future. This includes discussions in areas such as asset management, income management, education funding, retirement planning, long-term care, insurance, wealth transfer and estate planning services.

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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
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    • May Lose Value

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    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.

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