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Tom Minami

Tom Minami, CFA®, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

106 2nd St NW

Hickory, NC 28601-6107

Tom.Minami@Truist.com

Phone 828-270-3302

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About me

Background

Tom Minami is a Financial Advisor with Truist Investment Services, Inc., with more than 30 years of comprehensive wealth management experience. He guides clients through their financial decisions and develops customized investment strategies to help them address their long-term objectives. He works with a team of specialists who assist him in creating and executing a goals-based planning experience for all of his clients. 

Prior to joining Truist in September 2015, he held leadership and advisory roles at Wells Fargo/Wachovia. He holds his CERTIFIED FINANCIAL PLANNER™ designation and is a Chartered Financial Analyst® (CFA®) designee. 

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

Education

Bachelor of Arts degree in Economics
Duke University

Personal Interests

Tom is a cyclist who enjoys road, mountain, and gravel biking.

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

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

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