Timothy Austin

Timothy R. Austin, CFP®, CTFA
Vice President Wealth Advisor Truist Bank

110 S Stratford Rd

Suite 501,

Winston Salem, NC 27103

Tim.Austin@Truist.com

Phone 336-733-0211

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About me

Background

Timothy Austin is a Vice President and Wealth Advisor with more than 25 years of wealth management, financial services, financial planning, trust management and professional investment management experience. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned a Bachelor of Business Administration in Finance and Economics and a Master of Business Administration (MBA) in Finance from the University of North Carolina system. Additionally, he holds the financial services industry designation of the Certified Trust and Financial Advisor (CTFA). 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors of Science Business Administration – Finance and Economics
University of North Carolina at Charlotte 1999
Masters of Business Administration – Finance
University of North Carolina at Greensboro 2023

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, 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

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

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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