Patrick Hipkens

Patrick Hipkens, CFA®
Assistant Vice President Investment Manager Truist Bank

19315 West Catawba Ave

Suite 102,

Cornelius, NC 28031

patrick.hipkens@truist.com

Phone 704-521-7593

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About me

Background

Patrick Hipkens is an experienced investment manager at Truist Wealth, where he has been helping clients navigate their financial journeys for over nine years. Patrick brings a thoughtful, disciplined approach to portfolio management and wealth strategy.

As a CFA® charterholder, Patrick leverages deep market knowledge and analytical insight to create personalized investment plans aligned with each client’s unique goals and values. Whether guiding individuals toward retirement, growing generational wealth, or managing complex portfolios, he is committed to clarity, integrity, and long-term results.

Patrick believes in building lasting relationships through trust and transparency, and he takes pride in delivering a high level of service and support.

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

Education

Finance, B.S
University of South Carolina 2010

Personal Interests

Outside of the office, Patrick enjoys golfing, attending sporting events, experiencing live music and concerts, and spending time with his family. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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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