Charles Swarns

Charles L. Swarns Jr.
Regional Director Truist Bank

711 5th Ave

New York, NY 10022-3101

About me

Background

I am the Regional Director for Truist Wealth in New York, Connecticut, and New England. My team and I advise high-net-worth and ultra-high-net-worth individuals and families to help them meet their financial goals. During my over-30-year experience, I have held a number of senior roles in wealth management and commercial banking. I came to Truist from J.P. Morgan’s Private Bank on Long Island, NY, where I was the market manager.

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 Arts, Economics
Queens College 1980
Master of Business Administration, Exec. MBA
Pace University 2004

Personal Interests

I am a board member of the Queens College Foundation; a member of Pace University’s Chapter of the International Business Honor Society, Beta Gamma Sigma; and serve on the Pace University MFP Program Advisory Board. 

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

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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