Robbie Kornegay

Robbie Kornegay
Financial Advisor Private Client Group Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

About me

Background

Robbie Kornegay focuses on investment strategies, income management, and retirement planning for high-net-worth individuals, endowments, and foundations. He started his career with AXA Advisors, LLC in Washington, D.C., and joined Truist’s predecessor firm, BB&T Scott & Stringfellow, in 2011.

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

Education

Bachelor's Business Management
North Carolina State University

Personal Interests

Originally from Winston-Salem, Robbie now resides in Raleigh with his wife, Traci, where they are members of Carolina Country Club. Outside of the office, he enjoys hunting, fishing, golf, watching sports, and spending time with family and friends.

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

  • 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

  • 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.

  • 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

To
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