Frank Pittman

Frank S. Pittman, IV CFP®, CPWA®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Holton-Pittman-Sayavongsa Group of Truist Investment Services Inc.

740 Battery Ave Se

Suite 8500,

Atlanta, GA 30326-1030

Frank.Pittman@Truist.com

Phone 404-813-9844

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About me

Background

Frank is a Truist Private Financial Advisor offering clients more than 20 years of Financial Services experience, and has earned the professional designations of Certified Financial Planner (R) and Certified Private Wealth Advisor (R). He is committed to your financial well-being and delivering solutions that best fit your circumstances. In addition to a background in public accounting at Deloitte & Touche*, he offers clients a disciplined process of assessing clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Masters in Taxation
Georgia State University 1996
BBA Economics, Finance, and Accounting
Oglethorpe University 1986
Certified Private Wealth Advisor
Yale School of Management 2021
Washington and Lee University 1984

Personal Interests

Frank has been active as an Assistant Scout Master with the Boy Scouts of America, Atlanta Area Council and has taught merit badges and led High Adventure expeditions. He was also on the Regional Council of USA Triathlon where he was able to provide representation as a former USA Triathlon professional athlete and a USAT certified coach. Frank was a volunteer and logistics coordinator for the Marist School cross country and track teams in addition to being active with the Marist Annual Fund. Frank and his family are members of Peachtree Road United Methodist Church in Atlanta. He enjoys hiking, travel, animal rescue and spending time with friends and family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Truist Private Client Group Elite Advisor
Truist 2023 Internal

Locations

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