Greyson Huber

Greyson Huber
Wealth Advisor Truist Bank

8841 Cody Lee Rd

Fort Myers, FL 33912-4500

About me

Background

Greyson Huber is a Wealth Advisor with Truist Bank, offering clients more than 18 years of financial services and retirement planning experience.

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

Personal Interests

When he's not spending family time with his wife and three kids, you’ll find Greyson coaching multiple teams in local youth sports, including baseball, football, and soccer. He serves on the board of the Ft. Myers Baseball League, Inc., and SWF Roy Hobbs, Inc. He's also active in the Southwest FL community with the Tommy Watkins Foundation and the Truist Lighthouse Project, seeking to give back to the less fortunate locally. Additionally, he's a member and deacon of the Gospel Baptist Church in Bonita Springs.

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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