Grayson Pruitt

Grayson Pruitt
Vice President Wealth Advisor Truist Bank

Memphis

999 S Shady Grove Rd,

2nd Floor,

Memphis, TN 38120-4118

Grayson.Pruitt@Truist.com

Phone 901-415-7063

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About me

Background

Grayson Pruitt offers over 15 years of financial services, retirement planning, and investment management experience, with a firm belief that everyone deserves financial security—which means different things to different people. For some, it’s providing for themselves or their families when the unexpected occurs. For others, it’s successfully transitioning their business to a new owner or ensuring that their charitable legacy lives on. Grayson works with clients who are planning for themselves, their families—or their accomplishments—to set appropriate goals and address them as tax-efficiently* as possible.

Grayson’s financial services career began at First Tennessee as a financial services representative. After spending a few years away from the industry, he returned as a wealth management advisor at TIAA, providing high-net-worth families the comprehensive financial planning they needed to address their complex financial and investment needs. He then served five years at Northwestern Mutual as a financial advisor, primarily working with families and business owners on risk management strategies, estate and succession planning, and group benefits. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

*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.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA, Finance
University of Memphis 2003

Personal Interests

A native Memphian, Grayson earned his B.B.A. in finance from the University of Memphis. He and his wife, Rachel, reside in East Memphis, where he enjoys cooking, the outdoors, and spending time with family and friends.

Over the years, Grayson has been involved with various civic and charitable organizations throughout the Memphis area, including the Greater Memphis Chamber, Memphis Brooks Museum of Art, Boys & Girls Club of Greater Memphis, the University of Memphis, and the Cystic Fibrosis Foundation of West Tennessee.

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

Locations

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