Matthew Hale

Matthew Hale
Vice President Financial Advisor Truist Investment Services, Inc.

300 Summers St

Suite 120,

Charleston, WV 25301

matthew.hale@truist.com

Phone 304-357-6521

Fax 304-357-6501

Get directions

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About me

Background

Matt moved his practice to BB&T Scott & Stringfellow (now Truist Investment Services inc.) from Hilliard Lyons, in August of 2018, realizing that the resources and firm culture would better help service his clientele. 

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

Education

BBA
Marshall University 2005 2010

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

  • 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

  • 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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