Brett Hoge

Brett W. Hoge
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Hoge-Barrett Group of Truist Investment Services, Inc.

110 S Stratford Rd

Suite 502,

Winston Salem, NC 27103

About me

Background

As a Financial Advisor, Brett Hoge works directly with corporate executive clients, business owners, and high-net-worth clientele, offering a unique blend of tailored investment and wealth management solutions and straightforward advice to investors who value a superior level of service from an experienced financial advisor. He provides his clients a deep understanding of a wide range of investments, including equities, fixed income, funds, outside money managers, options, and alternative investments. Brett began his brokerage career in 1999 and joined Truist Wealth in 2008.

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

Education

BSBA - Finance, Insurance, and Real Estate
Appalachian State University 1995 1999

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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.

  • 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

Accomplishments

Sterling Performance Award*
Truist 2018
Sterling Performance Award*
Truist 2019
Sterling Performance Award*
Truist 2020
Top Financial Advisor (#1)*****
Truist 2018
Top Financial Advisor (#1)*****
Truist 2019
Top 400 Financial Advisor**
Financial Times 2018
Top 400 Financial Advisor**
Financial Times 2020
Top 1200 Financial Advisors in the US***
Barron's 2018
Top 1200 Financial Advisors in the US***
Barron's 2019
Top 1200 Financial Advisors in the US***
Barron's 2020
Top 1200 Financial Advisors in the US***
Barron's 2021
Top 1200 Financial Advisors in the US***
Barron's 2022
Top Financial Advisor (#1)*****
Truist 2020
Top Financial Advisor (#1)*****
Truist 2021
Best in State Wealth Advisor*****
Forbes 2022
Best in State Wealth Advisor*****
Forbes 2023
Top 1200 Financial Advisors in the US***
Barron's 2023
*The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

**Financial Times rankings are based on assets under management (AUM), AUM growth rate, years of experience, compliance record, industry certifications and online accessibility. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

***Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

****Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

*****The Top Financial Advisors Award is based on production.
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