Adam Hawkins

Adam J. Hawkins
Wealth Advisor Truist Bank

501 E Las Olas Blvd

Fort Lauderdale, FL 33301-2351

About me

Background

I am a Wealth Advisor with Truist Bank, with more than 14 years of banking experience. I began my career in BB&T’s Leadership Development Program, where I received enhanced and advanced leadership and financial products and services training. Since graduating, I have held a variety of roles, including Retail Cluster Manager (five branches throughout South Florida), Commercial Banker, and Financial Advisor. This unique background allows me to offer my clients a broad investing perspective and deep knowledge of financial planning, business transition planning, strategic credit, risk planning, and banking products and services.  

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

Education

Bachelor's Degree-Business Administration, Marketing
Florida Atlantic University 2004 2006

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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