Shane Kendrick

Shane A. Kendrick, CFP®
Wealth Advisor Truist Bank

2 W Washington St

Greenville, SC 29601-2735

About me

Background

Shane Kendrick is a Wealth Advisor with Truist Bank, offering clients more than 18 years of financial service experience. He focuses on helping affluent families and privately held businesses grow and maintain multigenerational wealth through in-depth financial analysis and advice. Partnering with Truist specialists and external client advisors, he develops customized recommendations around investments, estate planning, strategic credit, risk management, and banking.

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

Education

Master in Business Administration
Clemson University 2006 2008
Bachelor of Science in Financial Management
Clemson University 1998 2002

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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.

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