Robbie Kornegay

Robbie Kornegay
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The STK Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

About me

Background

Robbie Kornegay joined Truist Investment Services, Inc. in 2011 after starting his career with AXA Advisors, LLC, in Washington, D.C. and has more than a decade of wealth management experience. He focuses on investment strategies, income management, and retirement planning for high-net-worth individuals, endowments and foundations. Robbie graduated from North Carolina State University with a bachelor’s degree in business management. He holds the FINRA 7 and 66 registrations as well as Variable Annuity, Life, Health and Long-Term Care insurance licenses. Robbie was named one of Forbes Best-In-State Wealth Advisors in 2023* and ranked #1 in the state by Forbes magazine for Next Generation Wealth Advisors in 2023*. 

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, and their son. Robbie is a member of White Memorial Presbyterian Church and in his free time enjoys fishing, golf, watching sports and spending time with friends and family.

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

Accomplishments

Best-In-State Wealth Advisors*
Forbes 2023
#1 Next Generation Wealth Advisors*
Forbes 2023
* Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.
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