Sam Mintz

Sam Mintz

Managing Director / Financial Advisor at Truist Investment Services, Inc. @ Truist

Country

United States

City

Richmond

Industry

Financial Services

Skill

Financial Planning, Certified Financial Planner

Experience

Truist

Managing Director / Financial Advisor at Truist Investment Services, Inc.

Truist

LinkedIn
2025-1 - Present · 1 yr 8 mos

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: https://www.truist.com/wealth/tis-disclosure

Truist Investment Services, Inc.

Vice President / Financial Advisor at Truist Investment Services, Inc.

Truist Investment Services, Inc.

2021-2 - Present · 5 yrs 7 mos

Richmond, VA

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: https://www.truist.com/wealth/tis-disclosure

Scott & Stringfellow

Financial Advisor

Scott & Stringfellow

LinkedIn
2002 - 2021-12 · 20 yrs

As a financial advisor, I am committed to building long-term relationships with my clients and their families based on mutual trust, respect and patience. My investment strategy for each client is customized based on a review of the client’s current investments, income tax and estate tax situation, objectives and risk tolerance. While diversifying investments does not ensure against market loss and asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns, I believe that investing relies primarily on diversification and disciplined allocation of assets. I establish portfolios with building blocks such as stocks, bonds, mutual funds, life insurance, professional money managers, retirement planning and retirement plans. My experience with these diverse products allows me to design portfolios for any situation from aggressive growth to retirement income.

Education

University of North Carolina Wilmington

University of North Carolina Wilmington

LinkedIn
1998 - 2002 · 4 yrs

Sam Mintz's Contact Information

Email

******@***.com

Phone

(**) *** ****

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