Trey Chapman

Trey Chapman
Vice President Wealth Advisor Associate

3300 Northside Pkwy NW

Atlanta, GA 30327-2247

About me

Background

Trey Chapman is a Wealth Advisor Associate with Truist Wealth Sports & Entertainment Specialty Group, offering clients a variety of experience working with individuals and families. 

Trey works with a team of experts whose focus is to bring comprehensive and customized business and personal financial solutions to successful musicians, athletes, coaches, team executives, celebrities, and industry leaders nationwide.

Prior to joining Truist, Trey held the title of Client Relationship Manager at Advocus Private Wealth. He additionally serves in leadership positions with the College Basketball Parents Association and SmileForJosh Foundation.

Education

Bachelor’s of Science, Applied Mathematics
Virginia Military Institute 2017

Personal Interests

Trey Chapman is a former Division I basketball athlete earning a B.S. in Applied Mathematics from the Virginia Military Institute. He is currently involved in several community organizations focused around sports, education, and cultural empowerment. Trey was raised in Greensboro, NC and currently resides in Atlanta, GA. 

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.

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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