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 Pulse Market Pulse – June 22, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker Retail sales strong again in May
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Commentary Fed holds steady at Warsh debut
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.