Alexander Kendall

Alexander P. Kendall, CRPC®
Wealth Advisor Truist Bank

110 S Stratford Rd

Winston Salem, NC 27103

About me

Background

Alex Kendall is a Wealth Advisor with Truist Bank, offering clients more than a decade of comprehensive wealth management services. Alex works alongside Truist Wealth’s strong team of financial professionals to help clients with every aspect of their financial life. These areas include private banking, wealth lending, insurance, estate planning and much more.  

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

Counseling
Bridges Christian College 2009 2012

Personal Interests

Alex is a active member of his church and community. He is lives in Advance, NC with his wife, Katelyn, and their Golden Doodle pup, George. 

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

  • 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.

Accomplishments

Olympian Award Winner
BB&T (Now Truist) Wealth Lending 2019
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