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

Personal Interests

Brett and his wife have been married since 2000 and have two children, Riley and Berkley. In his spare time, Brett enjoys hunting, fishing, and golfing.
He is a past board president for Big Brothers Big Sisters of Forsyth, Davie, and Yadkin Counties. Since 2002, he has been awarded numerous accolades for his service with the organization, including North Carolina Big Brother of the Year, the Presidential Volunteer Service Lifetime Award, and the United Way Volunteer of the Year.

Brett is also the founder and board member of the LVH ALS Foundation, which raises money to fund ALS research. The LVH ALS Foundation has raised over $2,000,000 for ALS research since its founding in 2014, making it the largest donor to ALS research in North Carolina, and one of the largest in the Southeast U.S. Funds raised benefit The Duke University ALS Clinic.

Brett serves as chair of the investment committee of the Clemmons Community Foundation and is an active board member for the Centers of Aging and Rehabilitation of Florida, Inc., and the JDRF Piedmont Triad Chapter. He has also been awarded the National Mentoring Excellence Award by Investing News.

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*
BB&T now Truist 2017
Sterling Performance Award*
BB&T now Truist 2018
Sterling Performance Award*
BB&T now Truist 2019
Sterling Performance Award*
BB&T now Truist 2020
Top Financial Advisor (#1)
BB&T Scott & Stringfellow now Truist 2017
Top Financial Advisor (#1)
BB&T Scott & Stringfellow now Truist 2018
Top Financial Advisor (#1)
BB&T Scott & Stringfellow now Truist 2019
Top 400 Financial Advisor**
Financial Times 2017
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
*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 ranking based on assets under management (AUM), AUM growth rate, Years of experience, Compliance record, industry certifications and online accessibility. Financial Times 2017, 2018, 2020. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.  

***Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. Barron’s 20xx. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.  

****The Truist Performance Excellence 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, our Performance Promise, and revenue.

*****Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, Industry experience, Compliance records, Revenue produced & Assets under management. Truist Investment Services has conducted no independent verification of this third-party’s award criteria, selection or nomination process.
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    * Financial Times ranking based on assets under management(AUM), AUM growth rate, Years of experience, Compliance record, industry certifications and online accessibility. Financial Times 2020, 2018, 2017. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.

    ** Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. Barron’s 2018-20. Truist Investment Services has conducted no independent verification of this third-party’s (Barron’s) award criteria, selection or nomination process.