Thomas Hart

Thomas Hart, CFA®, CFP®
Investment Manager

3200 Beechleaf Ct

Suite 900,

Raleigh, NC 27604-1021

About me

Background

Thomas Hart has been in the financial services industry for more than 18 years and helps his clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, he develops recommendations tailored to his clients’ needs, priorities and preferences.

He currently maintains the Chartered Financial Analyst® (CFA) designation as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Education

Bachelor of Arts
Clemson University 2000

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

To
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