Charles Held, Private Financial Advisor

SunTrust Investment Services, Inc.

Charles Held Photo
Charles Held, Private Financial Advisor

SunTrust Investment Services, Inc.

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100 M STREET, SE

WASHINGTON, DC 20003

3610-H KING STREET

ALEXANDRIA, VA 22302

1369 Connecticut Ave, Nw,

Washington, DC 20036

1150 CONNECTICUT AVE NW

WASHINGTON, DC 20036

1369 CONNECTICUT AVE NW

WASHINGTON, DC 20036

1855 WISCONSIN AVENUE NW

WASHINGTON, DC 20007

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About

Chuck Held is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 18 years of financial services, retirement planning and investment management experience and is a graduate of Syracuse University.

Chuck's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of 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 needs.

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