Grey Yeager

Grey Yeager
Senior Vice President Wealth Advisor Truist Bank

2501 20th Place South

Birmingham, AL 35209

grey.yeager@truist.com

Phone (205) 445-2368

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About me

Background

Grey is an accomplished Wealth Advisor who specializes in private wealth management, financial planning and strategy, investment strategies, private banking, and portfolio management.  He is passionate about providing comprehensive and holistic wealth management advice and solutions that align with the goals and values of his clients.

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

Business Administration with a concentration in Finance
Birmingham-Southern College

Personal Interests

Grey and his wife, Ruth Ellen, have two daughters, Anna Kate and Mary Ellen, who are attending Loyola University in New Orleans. Grey serves on the board of directors for Oasis Counseling for Women and Children and The Virginia Samford Theatre. He is also a member of the Monday Morning Quarterback Club of Birmingham. Grey is an avid golfer, enjoys live concert events and spending time with his family and friends. 

Specialties

  • 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.

  • 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

  • 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

  • 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

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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