Brad Blackburn

Brad Blackburn, CFP®
Wealth Advisor Truist Bank

301 College St

Suite 202,

Asheville, NC 28801-2449

About me

Background

As a Wealth Advisor with over 35 years of experience, I am an advocate for affluent clients and their families. I'm supported by a broad array of specialists who work together to deliver personalized, tailored solutions that helps address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs.  

This dedicated team approach allows me to help create, grow and preserve the wealth of my clients. I believe one of the best ways to help establish economic success and financial security for clients is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a road-map that increases the likelihood of achieving long-term financial goals.  

As a trusted advisor, I value the confidence clients have in me, and strive each and every day to exceed expectations by delivering service that is reliable, responsive, empathetic and competent.  

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

Economics
University of NC at Chapel Hill 1981 1985

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

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

  • 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

Sterling Performance Award
2017
Sterling Performance Award
2018
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