Brendan Hawks

Brendan J. Hawks, CFP®
Vice President Financial Consultant Truist Investment Services, Inc.

736 Market St

12th Floor,

Chattanooga, TN 37402-4503

About me

Background

Brendan Hawks is a Financial Consultant with the Ford Group of Truist Investment Services, Inc. He offers clients more than 10 years of financial services, retirement planning, and investment management experience. Through detailed, goals-based financial planning, Brendan works to best serve his clients in a tactful, caring, and impactful way. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Finance: Investments
The University of Tennessee at Chattanooga 2009 2012
M.S. Finance: Financial Planning
Purdue University 2019 2021

Personal Interests

Brendan is active in his local church, enjoys the outdoors, Atlanta Braves’ games, cooking, and traveling. 

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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

To
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