Chancey Zifko

Chancey Zifko
Vice President Wealth Advisor Truist Bank

265 W Franklin Blvd

Gastonia, NC 28052-4144

About me

Background

Chancey Zifko is a Wealth Advisor, and Vice President with Truist Bank Investments, offering clients more than 17 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.

Chancey takes the time to listen, discuss, and understand what’s truly important to his client’s financial wellbeing, so that he can make the appropriate recommendations to the family. He then brings the resources of Truist to bear to recommend solutions that are in their best interests.


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

Personal Interests

Chancey is currently involved on the advisory board of Parks & Recreation in Charlotte and has been a foster with Charlotte Animal & Control for a number of years. 

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.

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

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