Christopher Smulski

Christopher S. Smulski
Managing Director Wealth Advisor Truist Bank

227 W Monroe St

Suite 2100,

Chicago, IL 60606-4500

About me

Background

Christopher S. Smulski is a Managing Director and Senior Wealth Advisor with more than 20 years of experience in wealth management. He and his team specialize in advising high-net-worth and ultra-high-net-worth families, helping them address their financial goals.

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
Illinois State University 1997 2000

Personal Interests

Christopher is a Chicago-native who believes in giving back to the community. He currently serves Big Shoulders Fund as a member of the Chairmen’s Advisory Council, a member of the Golf Committee, and as a Volunteer Instructor for the Big Shoulders Fund Stock Market Program. He is also a former Board Member of the Saint Mary of the Angels Catholic School 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

  • 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

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

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