Thomas E Hart,
CFA®, CFP®
Vice President
Investment Manager
Truist Bank
P.O. Box 896868
Charlotte, NC 28289-6868
About me
Background
Education
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
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
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
Recommended Resources
Market Navigator June 2026 edition
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Market Pulse Markets Hit New Highs as Momentum Continues
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse Stocks Climb, Rates Hold High
Market views heading into the week highlight what we're watching and important news ahead.