C. Hunter Widener

C. Hunter Widener, CFP®
Legal Wealth Advisor Truist Bank

Truist Center

214 N Tryon St,

34th Floor,

Charlotte, NC 28202-0026

hunter.widener@truist.com

Phone 704-526-4594

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About me

Background

Hunter Widener is a Senior Legal Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in the Legal Specialty Group. He offers clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies.

As part of the group, he works with a team of experienced specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and firms in my market. Together, they develop a holistic financial plan that helps meet their clients' short- and long-term goals. 

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

Education

Bachelor of Science in Business Administration
Appalachian State University 1995

Personal Interests

Hunter is a Charlotte native, a graduate of Appalachian State University, and active in the community. 

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

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

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About Our Process

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Hi. My name is Hunter Widener, and I'm a senior vise president and senior legal wealth advisor for the Truist Legal Specialty Group. I'm located in our headquarter city of Charlotte and handle our law firm and attorney relationships for the Carolinas. You may be asking yourself, why does Truist have a dedicated legal specialty group? The answer is simple. We recognize that the banking needs of law firms and attorneys are very different than those of a traditional commercial business. That is why we have a dedicated specialty group to serve those needs. Whether you're an Am Law 200, a midsize, or a boutique firm, our team is uniquely positioned to help you with the complex challenges you face. We are well versed in the financial trends and best practices of the legal profession. In addition, since all we do is work with law firms and attorneys, we will bring best practices, thought leadership, and special law firm only programming to you and your firm. On the advising side for attorneys, as a certified financial planner professional, I am a trusted and experienced advisor. They'll help guide attorneys throughout their career path. Having this unique specialization enables me to deliver highly customized and comprehensive financial solutions exclusively to attorneys. As a lifelong resident of the Carolinas, I believe a Truist purpose to inspire and build better lives and communities. When I'm not being a banker, you can find me around the Carolinas doing what I can to give back to our great community. Thank you for your confidence in Truist. And look forward to working with you in the legal specialty group.

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