Frank B. Robards,
III
CFP®
Senior Vice President
Regional Trust Advisor
4777 Sharon Rd
4th Floor,
Charlotte, NC 28210-0101
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
Personal Interests
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 needs of business-owners
Recommended Resources
Economic Commentary A divided Fed lowers rates by another quarter point and scales back its projections for 2026 moves
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic commentary – December 10, 2025
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.
Market Pulse December 8, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – December 8, 2025
Market views heading into the week highlight what we're watching and important news ahead for the week of December 8, 2025.
Economic Data Tracker Americans hit the road and shopped over the holidays, while backlogged data keeps rolling in.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – December 5, 2025
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of December 5, 2025.