Tom Schauder

Tom Schauder
Senior Vice President Wealth Advisor Truist Bank

214 N Tryon St

33rd Floor,

Charlotte, NC 28202-0026

About me

Background

Tom Schauder is a Wealth Advisor with Truist Bank and brings a career of experience working with families, business owners, executives and professionals. Prior to joining Truist in 2017, Tom spent time working in the public accounting industry, most notably with Ernst & Young LLP. He specializes in the areas of tax, investments, estate planning, banking, and risk management. Tom is a native of the Washington, D.C., metropolitan area and has lived in Charlotte since 2011 with his wife and children.

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

Bachelor of Science in Accounting
Virginia Tech 2009

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

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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