The Plainview Group of Truist Investment Services, Inc. The Plainview Group of Truist Investment Services, Inc.

The Plainview Group of Truist Investment Services, Inc.

401 W Main St

Suite 101,

Louisville, KY 40202-0012

theplainviewgroup@truist.com

Phone 502-562-5408

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Who we are

The Plainview Group of Truist Investment Services, Inc. niche is working with successful individuals, families, and institutions to help prepare solutions and resources to address their financial goals. Our personalized approach often involves working closely with the client's outside advisors such as CPAs, attorneys, trust officers, etc., to strive towards our clientele's personal, charitable, and legacy goals. We are committed to providing exceptional, attentive, and customized service. We pride ourselves on building lasting, long-term relationships with our clients. If we can be of service to you, we’d love to help.
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

The mission of The Plainview Group is to be the indispensable partner for our clients in identifying and pursuing their vision of success, at any stage of life. Through our experience, resources, and unwavering commitment to making a meaningful impact, we guide clients through the wealth-planning process. We utilize our knowledge as well as the knowledge of specialists, leaders, tailored advice, and provide solutions. Our commitment to transparency, integrity and delivering exceptional services is what helps set us apart. 
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    Locations

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    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

    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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