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Ranse Stokes

Ranse Stokes
Senior Vice President Regional Managing Director Truist Bank

434 Fayetteville St

Suite 1100,

Raleigh, NC 27601-1741

Ransom.Stokes@Truist.com

Phone 919-716-9324

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About me

Background

Ranse Stokes is a Regional Managing Director and leads a Wealth Advisor team that provides comprehensive advice and solutions to affluent individuals and families for customized investment management, risk management, wealth transfer, banking services, and trust services. Each member of the team provides unique thought leadership and advice to help our clients build and maintain a sound financial plan.

Ranse has been in the financial services industry since 1994 and has an extensive background in commercial lending, investments, and private banking. He has a MBA and BSBA from East Carolina University. He holds his Series 7, 66, and 24 Securities Registrations as well as Life and Long Term Care Insurance Licenses.

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

Education

Bachelor of Science in Business Administration
East Carolina University 1990
Masters of Business Administration
East Carolina University 1993

Personal Interests

Ranse lives in Raleigh with his wife and two children. He enjoys golf, outdoor grilling, and woodworking. He is active in the community and currently serves on the finance committee at Hayes Barton United Methodist Church and the investment committee for the N.C. Coastal Federation.

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

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