The Downey-Reardon Group of Truist Investment Services, Inc. The Downey-Reardon Group of Truist Investment Services, Inc.

The Downey-Reardon Group of Truist Investment Services, Inc.

3780 Roscommon Drive

Ormond Beach, FL 32174

Who we are

The Downey Reardon Group of Truist Investment Services, Inc. has over 60 years of combined experience providing customized investment advice and strategies to help clients address their financial dreams. We have maintained and grown our clients’ trust through our dedication to servicing their needs and helping them adapt to changes in their lives.
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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

Kristen Mock
Kristen Mock
Financial Consultant
Melodee Pitts
Melodee Pitts
Registered Client Service Associate
Andrea Bishop
Andrea Bishop
Registered Client Service Associate
Our process starts by listening to our clients. This helps us to understand their unique situation so a tailored financial plan can be created just for them. Utilizing the vast resource of Truist, one of the nation’s largest financial firms, we develop creative solutions to address the differing needs of our clients.
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