Rob Hooks

Rob Hooks
Vice President Wealth Advisor Truist Bank

301 College St

Suite 202,

Asheville, NC 28801-2449

About me

Background

I have over 20 years of experience in the Financial Service Industry. I am an advocate for my clients and their families. I work with a team of specialists that help my clients with all wealth management needs such as investment management, risk management, strategic credit, estate planning and banking.  My team and I are a planning focused practice and everything starts with the client. Each of my clients receive a customized plan that fits their individual needs best. We also support our clients in managing their intergenerational wealth: helping each family member and each generation continue on in their path towards success. Supported by the resources of Truist Bank our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust, proactive service and true care for our clients.

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

BFA
Valdosta State University

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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