Brandon Hogue

Brandon M. Hogue
Senior Vice President Medical Wealth Regional Director Truist Bank

200 W Forsyth St

Suite 500,

Jacksonville, FL 32202-4300

About me

Background

Brandon Hogue is a Regional Director with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

Brandon holds himself accountable for recommending strategies with his clients’ needs and goals in mind. As a part of the Medical Specialty Group, he works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in the market. Together, they develop holistic financial plans that helps address clients’ short- and long-term goals. These strategies are supported not only by the deep experience of his team of specialists, but by his highly attentive service and coordination of resources.

Brandon takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.

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

B.S. Business Management/Legal Studies Minor
Clemson University 1990 1995

Personal Interests

Brandon is a native of Virginia Beach, VA, and a graduate of Clemson University. He's been married for 25+ years, has four children, and is active in his community by volunteering with the Boys & Girls Club and supporting the Duval County and Capital Medical Societies.

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.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Locations

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