Rob Hooks

Rob Hooks
Vice President Financial Advisor Truist Investment Services, Inc.

301 College St

Suite 210,

Asheville, NC 28801-2449

Rob.Hooks@Truist.com

Phone 828-225-2017

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About me

Background

Rob Hooks has over 20 years of experience in the financial service Industry. He is an advocate for his clients and their families. He works with a team of specialists that help his clients with all wealth management needs such as investment management, risk management, strategic credit, estate planning, and banking. He and his team are a planning focused practice and everything starts with the client. Each of his clients receives a customized plan that fits their individual needs. His team also supports their clients in managing their intergenerational wealth: helping each family member and each generation continue on in their path toward success. Supported by the resources of Truist, their team is comprised of talented and experienced individuals committed to building strong client relationships based on trust, proactive service, and true care for their clients 

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

Education

BFA
Valdosta State University

Personal Interests

I have been heavily involved in North Asheville Little League for years and really enjoy being a part of the community.  My wife and I have 2 children.  We enjoy traveling and spending time outdoors.  We love sports and attending different sporting events.  

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

  • 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

Locations

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