Chad Link

Chad Link Email and Phone Number

Vice President, Financial Consultant, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
Chad Link's Location
Tampa, Florida, United States, United States
Chad Link's Contact Details

Chad Link personal email

n/a
About Chad Link

Chad Link is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 17 years of financial services, retirement planning, and investment management experience. His primary focus to is help guide clients to and through retirement by understanding both their personal and financial goals. Chad started at Truist in 2010, and spent the majority of his career as a financial planner for Truist Wealth before joining the Williams & Knust Group.Chad is married to his wife, Gabriela, and they have two children, Landon and Cameran. He loves spending time with his family at the beach and playing golf in his spare time.

Chad Link's Current Company Details
Truist Wealth

Truist Wealth

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Vice President, Financial Consultant, Truist Investment Services, Inc., Truist Wealth
Chad Link Work Experience Details
  • Truist Wealth
    Vice President, Financial Consultant, Truist Investments, Inc., Truist Wealth
    Truist Wealth Jul 2023 - Present
    Charlotte, North Carolina, Us
    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 Wealth
    Vice President, Advice And Planning Strategic Consultant
    Truist Wealth Jan 2021 - Jul 2023
    Charlotte, North Carolina, Us
  • Suntrust
    Vice President, Wealth Planning Consultant
    Suntrust 2016 - Jan 2021
    Charlotte, Nc, Us
  • Suntrust
    Asst. Vice President, Financial Advisor
    Suntrust 2015 - 2016
    Charlotte, Nc, Us
  • Suntrust
    Asst. Vice President, Branch Manager
    Suntrust 2013 - 2015
    Charlotte, Nc, Us
  • Suntrust
    Personal Banker
    Suntrust 2010 - 2013
    Charlotte, Nc, Us
  • T. Rowe Price
    Account Manager
    T. Rowe Price 2007 - 2009
    Baltimore, Maryland, Us

Chad Link Skills

Design/lead Financial Planning Seminars Financial Planning Practice Management Corporate Strategy Software Integration Financial Software Implementation Employee Training Employee Learning And Development Training Programme Design Vendor Management Project Management Presentation Skills Coaching Investment Management Banking Holistic Financial Planning Financial Analysis Financial Risk Firm Sme For Emoney And Moneyguidepro

Chad Link Education Details

  • University Of Georgia
    University Of Georgia
    Business
  • South Gwinnett High School
    South Gwinnett High School

Frequently Asked Questions about Chad Link

What company does Chad Link work for?

Chad Link works for Truist Wealth

What is Chad Link's role at the current company?

Chad Link's current role is Vice President, Financial Consultant, Truist Investment Services, Inc., Truist Wealth.

What is Chad Link's email address?

Chad Link's email address is ch****@****ust.com

What schools did Chad Link attend?

Chad Link attended University Of Georgia, South Gwinnett High School.

What skills is Chad Link known for?

Chad Link has skills like Design/lead Financial Planning Seminars, Financial Planning, Practice Management, Corporate Strategy, Software Integration, Financial Software Implementation, Employee Training, Employee Learning And Development, Training Programme Design, Vendor Management, Project Management, Presentation Skills.

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