Alexander Hellewell

Alexander Hellewell
Vice President Legal Wealth Advisor Truist Bank

1445 New York Ave NW

4th Floor,

Washington, DC 20005

Alexander.hellewell@truist.com

Phone 202-835-9312

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About me

Background

Responsible for new business development and relationship management within target market Law Firms and Law Firm attorneys in the Am Law 100 & 200. Providing advice and tailored financial strategies to Law Firms and individual attorneys in the Washington DC area with a team of dedicated specialists. Utilize experience and collaboration with specialists to provide clients with customized wealth strategies including; banking, mortgages, lending, investments, and financial planning.

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

Accounting, B.A.
University of Tampa

Personal Interests

In his free time, Alex is an avid golfer and was a starting member of his university golf team. Growing up in Leeds, England, Alex is also a passionate Leeds United fan and general football/ soccer enthusiast. 

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

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

Locations

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