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Frank B. Robards, III CFP®
Senior Vice President Regional Trust Advisor

214 N Tryon St

33rd Floor,

Charlotte, NC 28202-0026

frank.robards@truist.com

Phone 704-954-1125

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About me

Background

Frank is a Regional Trust Advisor with over 25 years of experience in trust and wealth management. He is a graduate of The Citadel with both a BA (1981) and an MBA (1988). He is also a graduate of the University of South Carolina School of Law (1984) and a Certified Financial Planner. His professional affiliations include being a member of the South Carolina Bar, the Probate, Estate Planning and Trust Section of the South Carolina Bar, the North Carolina Bar Association Estate Planning and Fiduciary Law Section, the Financial Planning Association and the Charlotte Estate Planning Council. Prior to entering the trust and wealth management business he practiced law with a firm in Columbia, SC for 7 years. 

Personal Interests

Frank spent 33 years serving in the US Navy, both active and reserve, retiring as a Captain in 2015. Frank has been involved with a number of civic and community organizations over the years. He and his family reside in Rock Hill, SC. 

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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