John Hudgens

John H. Hudgens, III CFP®
Senior Vice President Wealth Advisor Truist Bank

1201 Main St

Suite 700,

Columbia, SC 29201-3200

About me

Background

As a Wealth Advisor, John Hudgens provides his clients with a comprehensive, strategic approach to financial planning. These strategies may include risk management, succession planning and asset investment. John utilizes an in-depth financial needs assessment with Truist Specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning. This assessment leads to the development of recommendations tailored to his clients’ needs, priorities, and preferences. 

John has several qualifications enabling him to assist clients with their financial needs:
  • BS Business Administration – The Citadel
  • CFP®
  • NMLS #421271

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. BADM
The Citadel 1984
J.D.*
University of South Carolina 1987
MTAX*
University of South Carolina 1987
LLM Tax*
Emory University 1991

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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.

  • 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

Locations

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