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Sam Hylton

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

514 Greenville Blvd

2nd Floor,

Greenville, NC 27858-6735

Sam.Hylton@Truist.com

Phone 252-321-7808

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About me

Background

Sam Hylton is a Financial Advisor with Truist Investment Services, Inc., and offers more than 20 years of experience and a commitment 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 tax and estate tax situation, objectives, and risk tolerance.

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

Education

BSBA
The University of North Carolina at Charlotte 1988 2002

Personal Interests

Sam serves on the finance committee for The Community Foundation of NC East.

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

Locations

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