Brent Helton

Brent J. Helton
Vice President Wealth Advisor Truist Bank

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

About me

Background

As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, with more than 15 years of financial services experience, Brent Helton helps his clients take a comprehensive and strategic approach to wealth management through the lens of holistic financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, Brent develops recommendations tailored to his clients’ needs, priorities, and preferences.

Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's of Science in Business Administration
Appalachian State University 2001 2005

Personal Interests

Brent earned a bachelor’s in business administration from Appalachian State University.

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

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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