Cary Hearn

Cary L. Hearn
Wealth Advisor Truist Bank

401 W Main St

Louisville, KY 40202-2917

About me

Background

I’m a Senior Vice President and Wealth Advisor with Truist Bank, offering clients more than 20 years of financial services, retirement planning, and investment management experience. My team-based approach focuses on the exclusive goals of clients to help them achieve economic success and solve complex family financial needs. Thanks to my past corporate banking experience, I offer a unique prospective to business owners and executives in helping them put together successful business transition strategies and corporate executive plans to enhance retirement income and reduce taxes.

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

Education

BS Economics/Spanish
Centre College 1997 2001
MBA
Bellarmine University 2004 2005

Personal Interests

I serve on many boards and organizations because I believe that it’s important to make my community a better place to live. I’m the commissioner for the Louisville Metro Housing Authority, chairperson for the National American Heart Association investment committee, a member of the board of directors for the Kentucky Opera, and serve at my local church.

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

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

Accomplishments

BB&T Banking School Most Outstanding Student
BB&T now Truist 2018
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