Hunter Widener

Hunter Widener, CFP®
Senior Vice President Legal Wealth Advisor Truist Bank

Truist Center

214 North Tryon Street,

33rd Floor,

Charlotte, NC 28202

About me

Background

Hunter Widener is a Senior Legal Wealth Advisor and CERTIFIED FINANCIAL PLANNER® (CFP®) professional in the Legal Specialty Group. He offers clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies.

As part of the group, he works with a team of experienced specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and firms in my market. Together, they develop a holistic financial plan that helps meet their clients short- and long-term goals.

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 in Business Administration
Appalachian State University 1995

Personal Interests

Hunter is a native of Charlotte and is a graduate of Appalachian State University. He is active in the community and was appointed to serve on the Governor's Advisory Council for Film, Television & Digital Streaming, serves on the Finance, Banking & Insurance Advisory Board of the Walker College of Business at Appalachian State University and is a Board Member of the Bechtler Museum of Modern Art. He has served in past roles as a Board Member of Advantage Carolina, the Appalachian State University Foundation, Central Piedmont Community College President's Council, Charlotte Rotary, The May 20th Society, the North Carolina Blumenthal Performing Arts Center and is a graduate of Leadership Charlotte Class XXVI.

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About Our Process

Hi. My name is Hunter Widener, and I'm a senior vise president and senior legal wealth advisor for the Truist Legal Specialty Group. I'm located in our headquarter city of Charlotte and handle our law firm and attorney relationships for the Carolinas. You may be asking yourself, why does Truist have a dedicated legal specialty group? The answer is simple. We recognize that the banking needs of law firms and attorneys are very different than those of a traditional commercial business. That is why we have a dedicated specialty group to serve those needs. Whether you're an Am Law 200, a midsize, or a boutique firm, our team is uniquely positioned to help you with the complex challenges you face. We are well versed in the financial trends and best practices of the legal profession. In addition, since all we do is work with law firms and attorneys, we will bring best practices, thought leadership, and special law firm only programming to you and your firm. On the advising side for attorneys, as a certified financial planner professional, I am a trusted and experienced advisor. They'll help guide attorneys throughout their career path. Having this unique specialization enables me to deliver highly customized and comprehensive financial solutions exclusively to attorneys. As a lifelong resident of the Carolinas, I believe a Truist purpose to inspire and build better lives and communities. When I'm not being a banker, you can find me around the Carolinas doing what I can to give back to our great community. Thank you for your confidence in Truist. And look forward to working with you in the legal specialty group.

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