The Sowers Financial Group of Truist Investment Services, Inc. The Sowers Financial Group of Truist Investment Services, Inc.

The Sowers Financial Group of Truist Investment Services, Inc.

205 N Central Ave

Staunton, VA 24401-3310

Sowers.Team@Truist.com

Phone 540-886-2396

Fax 540-886-7043

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Who we are

Our team prides ourselves for having strong community ties. We welcome the opportunity to put our experience to work for new clients and look forward to having the meaningful conversations that make relationships possible.

Will Sowers
Will has been with Truist since 2018, after spending four years as a financial analyst in the railroad industry with CSX in Florida. He's provided analytical support for corporate budgeting, capital allocations, corporate strategy, financial planning and analysis, and investor relations, while regularly supporting a large group of internal clients from small budget owners up to the CFO.

Kim Nye
Kim joined Truist in 1997 after spending a few years working for an independent financial advisor in the area. She takes the greatest joy in working with clients and is committed to establishing relationships and addressing their needs. Kim earned a bachelor’s in elementary education from Virginia Commonwealth University.
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

Will Sowers
Will Sowers
Financial Advisor
Director
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Kim Nye
Kim Nye
Registered Client Service Associate, Assistant Vice President
Investment Philosophy
The Sowers Financial Group provides personal attention to financial planning and investment management—and it all starts with getting to know our clients. Strong client relationships are the key to our success and the reason we come to work every day.

We follow a simple, five-step process
  1. Identify the client’s personal and financial goals
  2. Develop a comprehensive financial plan based on the client’s goals
  3. Recommend an investment solution that helps enable the client to address their goals
  4. Implement the plan
  5. Review the client’s investments and financial plan to help ensure they’re on track to address their goals

Our objective has always been to help keep our clients on track to meet their financial goals while minimizing the stress of investing. Planning for education, weddings, retirement, long-term care, and all of life in between can be difficult and lack a one-size-fits-all solution. We have learned through experience that the only way to create an effective strategy for each client is to create a customized financial plan based on their specific goals.

Our Service Commitment—What Clients Can Expect
  • Personal relationship
  • Detailed financial advice
  • Comprehensive financial plan
  • Investment solutions
  • Regular investment monitoring
  • Periodic reviews
  • Proactive reviews
  • Economic education
  • Connections to outside professionals
  • Friendly interactions
  • Quick, courteous responses
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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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