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Christopher J. Kolakowski
Vice President Wealth Advisor Truist Bank

5 Church Cir

2nd Floor,

Annapolis, MD 21401-1926

About me

Background

Christopher Kolakowski is a Vice President and Wealth Advisor with Truist. He offers clients more than 16 years of financial services, retirement planning, and investment management experience.  Chris firmly believes that every financial decision ultimately comes down to two factors: lifestyle or legacy.  Each client makes specific financial decisions to either improve how they live now or to improve how others live in the future.

Through genuine interest and a sincere caring approach, Chris relies on his extensive financial services background to make custom recommendations that align with each client’s unique objectives.

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 Science in Business Administration, Marketing
Bloomsburg University of Pennsylvania 2002 2006

Personal Interests

Chris is active with the Broadneck Area Youth Sports (BAYS) Association where he coaches his two sons in various sports throughout each year.  He is an avid lacrosse fan and enjoys golf, cooking and spending time with his family.  The Kolakowskis are active members of St. Andrew by the Bay Parish near their home in Arnold, MD.

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

  • 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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