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Greg Hunter

Greg Hunter, CFP®
Senior Vice President Wealth Advisor Truist Bank

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

Greg.Hunter@Truist.com

Phone 239-777-3024

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About me

Background

Greg Hunter is a Senior Vice President and Wealth Advisor with Truist Bank. With over 30 years of comprehensive wealth management experience, he offers clients a team approach that brings together specialists in financial planning, credit and estate strategies. He's earned his CERTIFIED FINANCIAL PLANNER™  designation. 

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

Bachelor of Science
University of Florida 1985

Personal Interests

Greg has resided in Naples, FL, for over a decade and is a graduate of the University of Florida.

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.

Locations

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