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Grayson Pruitt
Wealth Advisor Truist Bank

Memphis

999 S Shady Grove Rd,

Memphis, TN 38120-4118

About me

Background

I offer over 13 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 family when the unexpected should occur. For others, it’s successfully transitioning their business to a new owner or ensuring that their charitable legacy lives on. I work with clients who are planning for themselves, their families – or their accomplishments – to set appropriate goals and help them achieve them as tax-efficiently as possible.

My financial services career began at First Tennessee as a financial services representative. After spending a few years away from the industry, I 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. I 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.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA, Finance
University of Memphis 2003

Personal Interests

A native Memphian, I earned my B.B.A. in finance from the University of Memphis. My wife, Rachel, and I reside in East Memphis, where I enjoy cooking, the outdoors, and spending time with family and friends.

Over the years, I have 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 and/or wealth needs of business owners.

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