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 27104-4230
About me
Background
Education
Personal Interests
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 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
*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 Truist Performance 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.
Recommended Resources
Market Pulse February 17, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker Economic data and early spring travel heating up
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Commentary Jobs surge in January
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.