Sam Holtsclaw, CFP®

Vice President Financial Consultant Truist Investment Services, Inc.
The Piedmont Group of Truist Investment Services, Inc.

106 2nd St NW

Hickory, NC 28601-6107

Sam.Holtsclaw@Truist.com

828-320-6863

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About me

Background

Sam Holtsclaw is a Financial Consultant based in Hickory, North Carolina, with more than 18 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional, he brings both technical experience and practical insight to helping clients build, manage, and preserve long-term wealth.

Sam earned a BA in Economics from Lenoir-Rhyne University and an MBA from East Carolina University. He works with individuals, families, and business owners to develop personalized strategies that align with their financial goals. His approach integrates investment management, retirement planning, and tax-aware portfolio design to help clients navigate complexity and stay focused on long-term success.

He is particularly experienced in working with high-income professionals, helping them structure their financial lives more efficiently and intentionally. Known for his straightforward communication and client-first mindset, Sam focuses on building lasting relationships rooted in trust and clarity.

Outside of his professional work, Sam is active in the Hickory community. He is involved with First Baptist Church Hickory and serves on the Bears Club Council at Lenoir-Rhyne University. He enjoys spending time with his wife, Shelley, and their three children, and in his free time, he can often be found on the golf course.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

BA Economics

Lenoir-Rhyne University 2009

M.B.A.

East Carolina University 2015

LinkedIn

Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Risk management

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.

Investment management

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

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Financial education

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Investment planning

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