Alex Arnold

Alex Arnold
Vice President Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Alex Arnold is a Wealth Advisor with Truist Bank in Atlanta. He offers clients more than 16 years of comprehensive wealth management experience, with a team-approach that brings together specialists in investments, financial planning, credit, and estate strategies.

Prior to joining Truist in 2012, he served six years in Private Banking with Wachovia/Wells Fargo.

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

B.A. Honors in History
University College London 1997

Personal Interests

Originally from Manchester, UK, Alex is a graduate of University College London.

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.

  • 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

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

  • 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.

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