Ski Bender

Ski Bender, CRPC®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Bender Thompson Group of Truist Investment Services, Inc.

200 W Vine St

2nd Floor,

Lexington, KY 40507-1612

Ski.Bender@Truist.com

Phone 859-629-3220

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About me

Background

Ski Bender is a Financial Advisor and Managing Director with the Bender Thompson Group of Truist Investment Services, Inc. His clients rely on his extensive experience and disciplined framework to help improve their financial lives. He also serves on the firm’s advisory board, which is the voice of the firm’s financial advisors to executive management.

Ski’s passion for saving and investing was instilled in him at a young age by his grandfather. It served as the catalyst for him pursuing an education in economics, earning his Chartered Retirement Planning Counselor® (CRPC®) designation, and a career in financial services. That career started with J.C. Bradford in 1997, before he transitioned to resident director in Bowling Green, Kentucky, and Lexington, Kentucky, for Merrill Lynch and then Truist in 2014.


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

Education

Bachelor of Arts in Economics
Centre College 1990 1994

Personal Interests

Ski holds a bachelor's in economics from Centre College. A native of Louisville, he now resides in Lexington with his family. He played basketball while at Centre College and continues to be an avid sports fan, and while he enjoys watching most sporting events, he particularly likes spending time on the lake with his family, golfing, hunting, and fishing.

Specialties

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

  • 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.

  • 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

  • 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

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

  • 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

Accomplishments

Best-in-State Wealth Advisor*
Forbes 2023
Best-in-State Wealth Advisor*
Forbes 2024
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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About Our Process

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Hi, my name is Ski Bender and I'm a managing director and financial advisor with Truist Investment Services. I'm also a chartered retirement planning counselor and fortunately recognized by Forbes magazine as a top wealth advisor in Kentucky. I'm originally from Louisville, Kentucky and the financial disciplines of saving and investing were instilled in me at a young age, and they made a meaningful impact in my life by giving me the opportunity to afford a college education. That experience was the catalyst for me to become a financial advisor, and to seek to make a meaningful impact in the lives of others. In 1997, I started my career in financial services in Bowling Green, Kentucky. In 2009, I relocated my family and my team to the heart of the bluegrass, Lexington, Kentucky, where my team services clients across 15 states. Clients come to us for advice and guidance. It's our philosophy and commitment to help you see that all your actions and behaviors align with the things that matter most to you and your family. If it touches your financial life, we have the resources and have assembled a team of highly qualified professionals ready to assist you. Our team is personally dedicated to help you work towards your financial goals and well-being. We use a disciplined process that puts listening first. It lets us get to know you and what's important. Then and only then, do we feel fully qualified to start building a personalized strategy to address your needs and pursue your goals. Thank you for your interest in my team and we look forward to seeing you soon.

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