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

4777 Sharon Rd

4th Floor,

Charlotte, NC 28210-0101

About me


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. 


The Citadel 1988
The University of South Carolina School of Law 1984
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.


  • 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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Office hours


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