Joe Thompson
- Role
- Head of Truist Wealth, CEO of Truist Investment Services, Inc & Truist Advisory Services, Inc at Truist
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Head of Truist Wealth, CEO of Truist Investment Services, Inc & Truist Advisory Services, Inc
Dec 2019 — Present
Responsible for the overarching Truist Wealth strategy across Domestic and International Wealth Management; specialty segments, including Sports and Entertainment and Medical; GenSpring, Truist\'s ultra-high net worth multi-family office; and oversight of SunTrust Investment Services, Inc. and SunTrust Advisory Services, Inc. of Truist Financial Corporation - the nation’s premier financial services company serving approximately 10 million households. When you bring your investment needs to Truist, you will benefit from a long history of investment management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
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