Micah Hart

Micah R. Hart, CFP®, CIMA®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

10500 Little Patuxent Pkwy

Suite 450,

Columbia, MD 21044-3505

About me

Background

Micah Hart is a Senior Managing Director and Financial Advisor with Truist Investment Services, Inc. He has been with Truist since 1999 and has earned the CERTIFIED FINANCIAL PLANNERTM professional and Certified Investment Management Analyst® (CIMA®) designations. Micah focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning, and other critical financial strategies. 

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

Personal Interests

Micah earned a bachelor’s in finance from the University of Maryland, College Park. A native of Columbia, MD, and current resident of Clarksville, MD, he enjoys working within his local community. In his spare time, he takes pleasure in staying active with his wife, Leigh, and three children, Carly, Max, and Ace.

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

Accomplishments

Truist Performance Award*
Truist 2019
Truist Performance Award*
Truist 2020
Truist Performance Award*
Truist 2021
Truist Performance Award*
Truist 2022
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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