Thomas Rouse

Thomas R. Rouse, CFP®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

514 SE Greenville Blvd

2nd Floor,

Greenville, NC 27858-6735

Thomas.Rouse@Truist.com

Phone 252-378-3301

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About me

Background

Thomas Rouse is a Financial Advisor with Truist Investment Services, Inc., with over 20 years of experience in helping families plan for retirement, manage their assets, and handle estate planning. He also serves business owners by providing advice on corporate retirement plans and business succession planning.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. Economics & International Studies
UNC Chapel Hill 1996 2000

Personal Interests

Thomas is active with the St. James United Methodist Church, the Greenville Noon Rotary Club, and the Boy Scouts of America.

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

  • 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

Locations

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