Sam Hylton

Sam Hylton, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

514 SE Greenville Blvd

2nd Floor,

Greenville, NC 27858-6735

Sam.Hylton@Truist.com

Phone 252-321-7808

Fax 252-321-8764

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About me

Background

Sam is committed to building long-term relationships with his clients and their families based on mutual trust, respect, and patience. His investment strategy for each client is customized based on a review of their current investments, income, and estate situations, objectives, and risk tolerance. He has worked as a financial advisor for over 30 years and spent 3 years working with affluent clients and institutions as a wealth management advisor. He graduated with honors from UNC Charlotte in 1992 and is a graduate of Southeastern Trust School at Campbell University. He is also a Certified Financial Planner professional.

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

Education

BSBA
UNC Charlotte 1992

Personal Interests

Sam serves on the Finance Committee for the Community Foundation of NC East. He enjoys time with his family, spending time at the beach, and playing tennis.

Specialties

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

  • 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

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

  • 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

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

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

Locations

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