Shane Kendrick

Shane A. Kendrick, CFP®, CPWA®
Senior Vice President Wealth Advisor Truist Bank

2 W Washington St

Greenville, SC 29601-2735

Shane.Kendrick@Truist.com

Phone 864-282-3168

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About me

Background

Shane Kendrick is an experienced wealth advisor focusing on helping affluent families and privately held businesses grow and maintain multigenerational wealth. With over 20 years of experience in the financial industry, his goal is to help make complicated financial decisions simple and easy to understand. Shane specializes in guiding clients through intricate investment strategies, estate planning considerations, and tax optimization tactics*. Throughout his career, Shane has cultivated a deep understanding of the complexities and nuances inherent in managing substantial assets across various market conditions and life stages. His dedication to professional development ensures that he can offer clients innovative solutions and strategic insights tailored to their unique needs and aspirations.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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

Personal Interests

As a seasoned wealth advisor, Shane brings a wealth of personal and professional experiences to the table. Married with three children, Shane understands the importance of financial planning for the future and strives to provide comprehensive guidance tailored to each client's unique family dynamics and goals. In addition to his role as a wealth advisor, he is deeply involved in his community, serving on the board of directors as treasurer of Safe Harbor Inc., a testament to his commitment to making a positive impact on the lives of others. This involvement allows Shane to stay connected to the needs and challenges facing his community, ensuring that his financial advice is rooted in a genuine understanding of local dynamics.  

Outside of work and community involvement, Shane finds joy in attending Clemson University events, fostering connections with alumni and supporters of the university. Furthermore, he prioritizes his health and well-being by dedicating time to regular exercise, recognizing the importance of maintaining a balanced lifestyle. With a blend of professional experience, community engagement, and personal passions, Shane is dedicated to helping clients address their financial aspirations and navigate life's transitions with a sense of well-being.

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.

Locations

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