The Thompson-Stolnicki Group of Truist Investment Services, Inc. The Thompson-Stolnicki Group of Truist Investment Services, Inc.

The Thompson-Stolnicki Group of Truist Investment Services, Inc.

999 S Shady Grove Rd

Suite 202,

Memphis, TN 38120-4118

Thethompson-stolnickigroup@truist.com

Phone 901-415-7046

Fax 901-684-6135

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Who we are

The Thompson-Stolnicki Group of Truist Investment Services, Inc. is a team of professionals offering clients more than 80 years combined industry experience. They were recognized by Forbes and SHOOK Research as a Best-in-State Wealth Management Team for 2025*. 


*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2025 and is based on the aforementioned criteria through the calendar year preceding the award date.
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

  • 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

  • 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

The Thompson-Stolnicki Group’s mission is to help strengthen financial confidence in high-net-worth individuals and families through trusted professional advice, planning and asset management. Gordon and Andrew work collaboratively with clients to assess their unique financial situation, goals and objectives, determine risk tolerance, and form and execute an appropriate investment plan to obtain measurable results.
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    Locations

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