Tommy Rhyne

Tommy Rhyne
Senior Vice President Wealth Advisor Truist Bank

214 N Tryon St

Fl 33,

Charlotte, NC 28202

About me

Background

Tommy Rhyne is a Wealth Advisor with Truist Bank with over 20 years of experience in financial services, retirement planning, and investment management. He has many years of experience in this field and is a trusted advisor for his clients by helping them navigate complex financial situations.

Tommy’s passion for his profession is reflected in his deep commitment to his clients financial well-being. His goal is to build long-lasting relationships with his clients and provide them with customized solutions that align with their unique goals and objectives. He believes in leading each client family with a comprehensive financial plan that accounts for every aspect of their financial needs, including investments, credit, taxes, and insurance.

At Truist Wealth, Tommy leverages his experience and knowledge to offer a wide of financial services his clients including investment management, retirement planning, and wealth transfer. He works closely with his clients to understand their unique financial situation and tailors his approach to help meet their specific needs.

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 in Organizational Communications, minor in Professional Ethics
University of North Carolina 2001

Personal Interests

Tommy is a Charlotte native who enjoys spending time with his wife and two children and helping other young aspiring bankers learn more about the business.

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

  • 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

  • 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

Accomplishments

Truist Performance Awards*
2020
Truist Performance Awards*
2021
Truist Performance Awards*
2022
Truist Performance Awards*
2023
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

Locations

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    The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

    The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.