Blake Winters, CFA®, CFP®

Managing Director Senior Wealth Advisor Truist Bank

303 Peachtree St

15th Floor,

Atlanta, GA 30308-3200

Blake.winters@truist.com

404-658-4071

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About me

Background

Blake Winters is a Senior Wealth Advisor and Managing Director with Truist Bank. As a Senior Wealth Advisor, Blake offers comprehensive wealth management services with a team approach that brings together specialists in investments, business transition, financial planning, credit, risk management, trust and estate planning. As an advocate for his clients, he develops strategies to help clients address their financial goals.

Blake began his career with Truist in 1996. Since then, he has served in various capacities during his time with the bank. Most recently, he served as the Wealth Investment Executive for Truist Bank where he was responsible for the delivery and implementation of investment strategy and solutions across all private client portfolios within Truist Wealth. Blake has also served as Chair of the Truist Trust Investment Committee since 2020.

Blake has a bachelor’s degree in finance from Florida State University. Additionally, he holds both the CFA and CFP designations.

Blake works alongside Tara Hill, a Wealth Support Specialist with 25 years of experience as a Truist teammate.

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 in Finance

Florida State University 1984 1988

Personal Interests

When Blake isn’t working, he is an active member of his community. He served as a board member and Treasurer and Finance Committee chair for Families First in Atlanta. Blake and his wife Bonnie have two sons who are based out of Atlanta and were both recently married.

Specialties

Financial planning

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

Risk management

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.

Investment management

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

Fiduciary

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

Investment planning

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