Stephen Hudzik is a wealth advisor with over 20 years of financial industry experience on the Charlotte Wealth Management Team. Since joining our predecessor firm, SunTrust Bank, he has specialized in developing comprehensive strategies to help enhance and preserve the wealth of a limited number of high-net-worth families in the region, who currently hold over $700 million in assets with Truist.
His clients include corporate executives for publicly traded companies, small business owners, healthcare leaders, and real estate investors. He specializes in helping families who have sold businesses or large assets, or families seeking to sell the same. As such, he works closely with the families and their other advisors to advise on planning, liquidity, and income needs after the sale.
As a registered representative, Hudzik holds his Series 7, 63, and 65 securities registrations, as well as a North Carolina life and health insurance license.
Stepehen Hudzik earned a degree in psychology and history from Wake Forest University, where he also earned a post-baccalaureate degree in accounting. He and his wife, Farrell, son, Eli, and daughter, Avery, all live in Charlotte, NC. He’s actively involved in youth soccer and volunteering at Charlotte Country Day School.
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