Skip to main content

global navigation

Tom Minami

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

106 2nd St NW

2nd Floor,

Hickory, NC 28601-6107

Tom.Minami@Truist.com

Phone 828-270-3302

Get directions

See all locations

About me

Background

I am a Financial Advisor with Truist Investment Services, Inc., with more than 27 years of comprehensive wealth management experience.   I guide clients through the financial decisions they need to make and develop customized investment strategies to help them achieve their long-term objectives. I work with a team of specialists who assist me in creating and executing a goals-based planning experience for all of my clients. 

Prior to joining Truist's predecessor firm, SunTrust, in September of 2015, I held leadership and advisory roles at Wells Fargo/Wachovia. I hold my CERTIFIED FINANCIAL PLANNER'" (CFP®) and Chartered Financial Analyst® (CFA®) professional designations. 

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

I am 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

Locations

See all locations
To
Reverse trip
  Reverse trip
Loading location info... Loading the directions...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

You're about to leave Truist.com

By selecting Continue, you acknowledge you're leaving the Truist website to enter a third-party website or app. We've provided this link for your convenience, but make no endorsements for the content, privacy, or security policies outside of our domain.

Would you like to continue?

Continue

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}