Tim Ashbridge

Tim L. Ashbridge, IV AIF®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Ashbridge Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

tim.ashbridge@truist.com

Phone 804-780-3284

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About me

Background

After several years with Bank of Virginia, Tim Ashbridge joined BB&T; Scott & Stringfellow (now Truist) in 1978. Tim has been consistently recognized for his leadership and performance and served on the firm’s board of directors from 1996-1999. Currently, Tim serves as a senior managing director. He holds Series 7, 63 and 65 securities registrations, variable life and annuity licenses, and is qualified as an Accredited Investment Fiduciary (AIF), a designation focusing on fiduciary practices, responsibility, and care. Tim leverages his extensive experience with stocks, bonds, mutual funds, ETFs, professional money managers, insurance and retirement planning on behalf of his clients.

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

Education

Randolph-Macon College
MBA
University of Richmond

Personal Interests

Originally from Bucks County, Pennsylvania, Tim Ashbridge is a graduate of Randolph-Macon College and received his MBA from the University of Richmond. Tim and his wife, Danielle, enjoy spending time with their children, grandchildren and two dogs. Tim’s other interests include photography, hunting, playing music and high-performance car racing.

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

Locations

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