Alex Barrett

Alex W. Barrett
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Hoge-Barrett Group of Truist Investment Services, Inc.

110 S Stratford Rd

Suite 502,

Winston Salem, NC 27103

About me

Background

Alex Barrett applies investment strategies and associated portfolio management that uses in-depth analytics and his experience to help clients reach their desired financial objectives. These strategies are executed alongside his clients’ broader financial pictures using a “deep bench” of resources and people. He also assists in the group’s operational, sales, and marketing efforts. 

Alex joined Truist Wealth in 2014 from Wells Fargo Advisors, where he worked in equity trading. He began his career as an investment banking analyst with Watermark Advisors LLC, providing merger and acquisitions advisory services to corporate clients across a range of industries.

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

Education

Bachelor's in Business Administration - Finance
UNC-Chapel Hill 2012

Personal Interests

Alex volunteers for the Habitat for Humanity of Forsyth County Finance Committee and is an active board member for the Centers of Aging and Rehabilitation of Florida, Inc. He lives in Winston-Salem with his wife Holly, and is an avid traveler.

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

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

To
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