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Gavin Shuck Location
Charlotte, NC, US
Gavin Shuck Work
2021 -now Managing Director and Financial Advisor at Truist Investment Services, Inc. @
2012 -2021 Financial Advisor, Senior Vice President @
1999 -2012 Financial Advisor, Senior Vice President @
1997 -1999 Financial Advisor @
Gavin Shuck Education
Radford University
Bachelor of Business Administration (BBA) (Marketing)
1989-1993
Gavin Shuck Skills
Investments
Wealth Management
Retirement Planning
Asset Allocation
Investment Management
Risk Management
Financial Planning
Investment Strategies
Asset Management
Finance
Series 7
Mutual Funds
Portfolio Management
Financial Services
Retirement
IRAs
Series 65
401k
Investment Advisory
FINRA
Securities
Financial Advisory
Insurance
Wealth Management Services
Growth Investing
Strategic Financial Planning
Equities
401k Rollovers
Alternative Investments
Fixed Income
Bonds
Life Insurance
Retirement Plan Consulting
Separately Managed Accounts
ETFs
High Net Worth Individuals
Wealth
Personal Financial Planning
Wealth Accumulation
Sales
Management
Customer Service
Microsoft Excel
Financial Reporting
Budgets
Gavin Shuck Summary
Gavin Shuck, based in Charlotte, NC, US, is currently a Managing Director and Financial Advisor at Truist Investment Services, Inc. at Truist Wealth. Gavin Shuck brings experience from previous roles at BB&T Scott & Stringfellow, Wells Fargo Advisors and Paine Webber. Gavin Shuck holds a 1989 - 1993 Bachelor of Business Administration (BBA) in Marketing @ Radford University. With a robust skill set that includes Investments, Wealth Management, Retirement Planning, Asset Allocation, Investment Management and more. Gavin Shuck has 2 emails and 1 mobile phone numbers on RocketReach.
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