Greg Hudson

Greg Hudson
Financial Advisor Investment Services Group Truist Investment Services, Inc.
The BDM Group of Truist Investment Services, Inc.

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

About me

Background

As a Vice President and Financial Advisor with Truist Wealth, I work directly with clients to implement a disciplined wealth management process. Once I thoroughly understand the goals and objectives that are most important to them, my team and I develop a tailored strategy to help meet those specific needs.

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

Education

Bachelor of Science in Business
Wake Forest University 2007

Personal Interests

I graduated from Wake Forest University in 2007 with a bachelor’s in business, and my wife, Alison, and I reside in Charlotte with our daughter.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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.

  • 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

To
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