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

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

To
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