Karl Hamilton

Karl W. Hamilton, CRPC®
Senior Vice President Practice Management Consultant Truist Investment Services, Inc.

401 E. Jackson St

19th Floor,

Tampa, FL 33602

Karl.hamilton@truist.com

Phone 813-224-2517

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About me

Background

Karl is a Practice Management Consultant with the Truist Wealth National Sales Team. In his role, Karl works with both individual and teams of advisors to assist them in delivering wealth solutions to their prospects and clients He draws upon his more than 35 years of experience in the financial services industry to help advisors with their processes, service models and overall strategies to address client's ever-changing needs. Prior to his time with Truist, he has worked for a large national wire house as well as a regional bank. He is a firm believer in a financial planning-based approach and creating a world class experience for Truist clients and prospects.

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

Education

BA
University of Michigan 1976 1980
MBA
University of Florida 1980 1982

Personal Interests

Karl is a native of Stony Brook, NY and has resided in the Tampa Bay area for 30 years. During his time in Tampa, he has supported the Boys and Girls Club, Special Olympics and Habitat for Humanity. In his spare time, Karl enjoys spending time outdoors with his family and friends enjoying everything that Florida has to offer.

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

  • 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

Locations

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    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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