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Christopher Cowart

Christopher J. Cowart, CFP®, CRPC®, CTFA
Wealth Advisor Truist Bank

1155 Peachtree St

Suite 700,

Atlanta, GA 30309-3646

Chris.Cowart@Truist.com

Phone 404-813-6912

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About me

Background

Chris is a Wealth Advisor with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience and a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. He holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported by the deep experience of his team of specialists and highly attentive service and a thoughtful coordination of resources. Most of all, he takes the time to talk to clients. He believe that getting to know them and gaining an understanding of the critical aspects of their financial lives allows him to better assess the interaction and far-reaching impact of their multiple objectives.

Chris is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the professional designations of Certified Trust and Financial Advisor (CTFA) and Chartered Retirement Planning Counselor™ (CRPC®).  

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

MBA
Mercer University - Stetson School of Business and Economics
BS
University of Georgia

Personal Interests

Chris was born a Bulldog in Athens, GA, but grew up in Napa, CA. He hold a B.S. from the University of Georgia and an MBA from Mercer University's Stetson School of Business and Economics.

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

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