Ken Whitehurst

Ken Whitehurst
Senior Vice President Wealth Advisor Truist Bank

5145 Poplar Tent Rd

Concord, NC 28027-7756

About me

Background

Ken Whitehurst joined BB&T, now Truist, in 2001 and is a Wealth Advisor on the Charlotte Wealth Team. With almost twenty years of experience in the financial services industry, he has served in several roles at Truist including Private Advisor, Regional Director, and Group Director. Ken has also served as the Director of Integration for Truist Wealth and Retirement as well as the Director of Enterprise Partnerships and Growth for Truist Wealth. He uses his diverse background, experience and passion for serving clients to help them address their personal and professional 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 – Finance
East Carolina University 1988 1992

Personal Interests

Ken is a North Carolina native and is married to his wife, Angela, with a daughter, Paige, and resides in Huntersville, North Carolina. Ken enjoys participating in community service opportunities. He also enjoys several hobbies including spending time with family, golf and hiking. 

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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