Christopher Trokey

Christopher M. Trokey, CFA®, CAIA, CEPA
Senior Vice President Senior Wealth Advisor Truist Bank

401 Commerce Street

4th Floor,

Nashville, TN 37219

Chris.trokey@truist.com

Phone 615-748-4434

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About me

Background

Chris is a Senior Wealth Advisor at Truist Wealth and member of the Exit Planning Institute® (EPI) who advises business owners by seeking to align their business, personal, and financial goals to help enhance the well-being of their families. He will take the time to diligently listen to you, integrate and coordinate specialists to focus and execute on your behalf, and provide tailored financial advice that reflects your values and helps you achieve your aspirations.

Chris began his over 20-year career at Truist as an Investment Strategist in both the Atlanta and New York offices before moving into a leadership role with the GenSpring Family Offices team for the East and West Regions. Chris moved to Nashville in 2018 to lead the Tennessee Private Wealth Management Group and most recently lead the Private Wealth teams of the Sports & Entertainment Specialty Group for Nashville, Charlotte, Atlanta, Los Angeles, San Diego, and San Francisco.

He began his career as an auditor at KPMG in Chicago specializing in real estate, hospitality, and financial services engagements before attending business school at Washington University in St. Louis.

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

Master of Business Administration
Washington University, Olin School of Business 2000
Bachelor of Science
Indiana University, Kelley School of Business 1994

Personal Interests

Chris is a member of the Exit Planning Institute®, CFA Society of Nashville, and is the Membership Co-Chair of the Private Director's Association.

He enjoys golf, skiing, and the memories created while traveling with his wife, Katie, and his three children Paige, Spencer, and Carter.

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

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

Locations

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