Blake Winters

Blake Winters, CFA®, CFP®
Wealth Investment Executive

303 Peachtree St NE

29th Floor,

Atlanta, GA 30308-3200

Blake.winters@truist.com

Phone 404-658-4071

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About me

Background

Blake Winters is the Wealth Investment Executive for Truist Bank.  Blake leads the Investment Solutions Group and has responsibility for the delivery and implementation of investment strategy and solutions across private client portfolios within Truist Wealth. The Investment Solutions Group consists of all Truist Bank Investment Managers and Analysts. Blake is also Chair of the Truist Trust Investment Committee that is responsible for all investment solutions and strategies on the Bank investment platform.

Blake joined SunTrust Bank as a Portfolio Manager in Ft. Lauderdale in 1996.  He relocated to Atlanta in 2006 as a Managing Director with responsibility for leading a team of Investment Managers who were focused on managing portfolios for high net-worth individuals and families. Blake has over 30 years of investment management and financial planning experience. 

Blake holds the Chartered Financial Analyst designation and the CERTIFIED FINANCIAL PLANNER™ designation.

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

Blake serves on the board of Families First and has been in the role of Treasurer since 2018. He is also a member of CFA Society Atlanta.

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

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

  • 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

Locations

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