Nicholas Hendrix

Nicholas J. Hendrix
Wealth Advisor Truist Bank

2001 Ross Ave

Dallas, TX 75201-2911

About me

Background

I’m a Wealth Advisor with Truist Bank, offering clients more than three years of financial services and investment management experience.

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

BS: Economics Major, Sociology Minor
Duke University 2012 2016
Masters of Management Studies: Foundations of Business
Duke University Fuqua School of Business 2016 2017

Personal Interests

Away from the office, I’m a member of Watermark Community Church, the CFA Society of Dallas/Fort Worth, Dallas Estate Planning Council’s emerging professional’s committee, and the Dallas Museum of Art’s junior associates. I reside in Frisco with my wife, Brittni, where we seek to be faithful stewards of what we’ve been given. Our other interests include exploring new restaurants, coffee shops, and activities around DFW.  

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.

  • 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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