Adam Bray

Adam C. Bray
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

110 S Stratford Rd

Suite 502,

Winston-Salem, NC 27104

About me

Background

Adam Bray joined Truist Investment Services, Inc. in 2016 and has more than a decade of wealth management experience. He focuses on investment strategies, income management, and retirement planning for high-net-worth individuals, corporations and foundations. He holds the FINRA 7 and 66 securities registrations as well as Variable Annuity, Life, Health and Long-Term Care insurance licenses.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Business Administration (B.S.B.A.)
University of North Carolina at Wilmington 2002 2006

Personal Interests

Adam resides in Winston-Salem with his Wife, Laura, and two daughters. Adam serves as a community member of Wake Forest School of Medicine Biosafety Committee and in his free time enjoys golf and traveling with his family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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