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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 404-813-0918

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About me

Background

Greg Hunter is a Senior Vice President and Wealth Advisor with more than 30 years of financial services, retirement planning, and investment management experience. He holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but by his highly attentive service and coordination of resources. He takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.

He is a CERTIFIED FINANCIAL PLANNER™ professional with comprehensive wealth management experience and a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

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

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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