Hans Schreiber

Hans J. Schreiber, CFP®
Senior Vice President Wealth Advisor Truist Bank

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

About me

Background

Hans Schreiber is a Wealth Advisor with over 20 years of experience in banking, lending, trust and estate services, and wealth management that he shares with corporate executives, business owners, and professionals. He helps his clients take a comprehensive and strategic approach to financial planning, even in the early stages of asset accumulation.

Utilizing an in-depth financial needs assessment, and in partnership with Truist Wealth specialists in banking, strategic credit, risk management, and trust and estate planning, Hans develops recommendations tailored to his clients’ needs, priorities and preferences.

Hans is a CERTIFIED FINANCIAL PLANNER™ professional.

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

International Business
University of North Carolina at Charlotte 1992 1996

Personal Interests

Hans earned a bachelor’s in international business from the University of North Carolina at Charlotte. He's a member of the local chapter of the Financial Planning Association. He currently resides in Fort Mill, SC, with his wife and four children.

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

To
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About Our Process

Hello. My name is Hans Schreiber and I am a senior wealth advisor at Truist Wealth and have been with the firm for over 9 years. I'm a certified financial planner professional with over 25 years of financial experience counseling high net worth families, corporate executives, and business owners. I specialize in advising clients through a variety of complex financial needs, including wealth transfer and gifting strategies executive compensation and benefits planning, business succession planning, retirement planning, and customized banking and lending structures. Our team is located in uptown Charlotte in the Truist center and we serve clients across the Carolinas and in other markets across our geographic footprint. After graduating college, I moved to Germany to continue my studies in international business. In my spare time, I started reading many books on finance, budgeting, and investments and developed a keen interest in my own personal financial journey. When I returned to the States, my new passion led me down a different path and I decided to take a chance and begin my professional career with an investment company. 25 years later, I'm still in the financial services industry doing what I love, helping people achieve financial freedom and purpose through financial planning and wealth management. Our team's recipe for success is to truly listen to our client's needs and objectives. It is our mission to get to know who we work with and their families and understand what's most important to them. We then partner and collaborate with other financial advisors to create a financial roadmap to help them achieve both short term and long term goals. This is not accomplished with any one product or service, rather it's a mutual relationship that grows together and evolves over time and I believe the best results come through embracing the financial planning process. At the end of the day, the biggest reward in my job is when a client thanks me for helping them achieve a big milestone, like retirement and knowing that I played a critical role in helping them prepare for that next chapter in their life. We look forward to helping you and your family achieve financial freedom and success

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