Chris Bowling

Chris Bowling
Vice President Wealth Advisor Truist Bank

1414 Raleigh Rd.

Suite 130,

Chapel Hill, NC 27517-8829

About me

Background

Chris Bowling is a Wealth Advisor and Vice President with Truist Bank. He offers clients more than nine years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.  

Chris holds himself accountable to recommend strategies with the client's needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Chris takes the time to talk to and get to know clients and gains an understanding of the critical aspects of a client's financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

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 in Science, Business Management
North Carolina State University 2000 2004

Personal Interests

Chris is a native of Roxboro, NC and is a graduate of North Carolina State University.  He enjoys spending time with his family, being involved with his church and organizations such as Y Guides/YMCA.  

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

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

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