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Frank Robards

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

4777 Sharon Rd

4th Floor,

Charlotte, NC 28210-0101

frank.robards@truist.com

Phone 704-954-1125

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About me

Background

Frank is a Regional Trust Advisor with Truist Wealth Management. He offers clients more than 27 years of financial planning, estate planning, and business transition experience. 

Education

M.B.A.
The Citadel 1988
J.D.*
The University of South Carolina School of Law 1984
B.A.
The Citadel 1981

Personal Interests

Frank is a board member and the incoming President of the Charlotte Estate Planning Council. He also serves on the board and as Vice Chairman of the York County United Way. He is a member of the SC BAR and a retired Captain in the US Navy Reserve.

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.

Locations

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