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The Shipplett-Avery Group of Truist Investment Services Inc.

205 N Central Ave

Staunton, VA 24401-3310

SHIPPLETT-AVERY-GROUP@truist.com

Phone 540-886-2396

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Who we are

The Shipplett – Avery Group is a father-daughter team. Together, Roller Shipplett and Jakki Avery offer clients over fifty years of investment experience. Roller and Jakki appreciate that accumulating savings requires discipline and hard work. With that in mind, their job is to provide clients with advice that helps address a client's goals, needs, and interests. Roller and Jakki are committed to providing financial advice with a high level of integrity and professional service.
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

  • 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

Every client is unique. Roller and Jakki use a conservative investment approach that starts with getting to know each client on a personal level to identify goals and analyze their current situation. Plans are developed and tailored to align investments with client objectives while minimizing costs, taxes*, and risk. Once adopted and implemented, Jakki and Roller monitor the investment strategy, and work with the client to adjust as needed. 

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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    Investment and Insurance Products:

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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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