Thomas M Hunt, CFP®

Vice President Wealth Advisor Truist Bank

120 E. Baltimore St

23rd Fl,

Baltimore, MD 23211

Thomas.hunt@truist.com

410-230-1053

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About me

Background

Thomas M. Hunt, CFP® is a Wealth Advisor at Truist Wealth in Greater Maryland. In his role, he works with individuals, families, and foundations in all aspects of their financial lives. Tom designs and delivers strategies that are tailored to address each client’s unique needs and circumstances—from long-term investment management and comprehensive financial planning to philanthropic planning, family governance, and next generation preparation. Tom takes a personal approach with his clients by developing a clear understanding of their goals for themselves, their families, and their communities. He uses that information to help clients build a plan that allows them to realize their vision for their future.

Prior to joining Truist Wealth, Tom was a banker with J.P. Morgan Private Bank in Baltimore, and a development officer at Johns Hopkins University. In that role, he worked with faculty, alumni, and unaffiliated donors to help the university fulfill its mission of education, research, and community development. Previously, he spent time as a political consultant, working with elected officials and their affiliated organizations at the federal, state, and local levels to build and implement communications and fundraising plans.

Tom received his MBA from the Johns Hopkins Carey Business School with a concentration in Enterprise Risk Management, and attended Georgetown University, where he received a B.A. in Classical Studies. He holds a CERTIFIED FINANCIAL PLANNER^® designation, his series 7, 63, and 65 FINRA licenses, and is licensed to sell life and health insurance in Maryland and Florida.

When not working, Tom enjoys playing the guitar and banjo, volunteering in his community, and hiking throughout the Baltimore region with his wife and four young children.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

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Education

Masters of Business Administration

Johns Hopkins Carey Business School 2020

Classical Studies, B.A.

Georgetown University 2007

Personal Interests

As a father of four, Tom is passionate about helping clients to prepare children, grandchildren, and other family members for continuing their legacy. This includes family governance, philanthropic planning, and other strategies that allow families to articulate and pass down their values through generations.

Tom is also dedicated to arts and education causes, especially music and college readiness. He serves on the Planned Giving Advisory Council of the Baltimore Symphony Orchestra, and as a director for the Chesapeake Planned Giving Council. He plays several musical instruments, including the guitar and banjo, and is currently learning the piano.

Specialties

Financial planning

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

Investment management

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

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Business transition planning

Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

Not-for-profit endowment or foundation management

Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

Institutional investment management

Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

Family education