Walter Thomas

Walter Scott Thomas
Senior Vice President Wealth Advisor Truist Bank

50 Hudson Yards

69th Floor,

New York, NY 10001

Wscott.thomas@truist.com

Phone 212-884-1171

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About me

Background

As an Wealth Advisor at Truist Bank, Scott Thomas works with some of the most sophisticated clients in the area, including wealthy families, entrepreneurs, real estate developers, property managers, private equity and hedge fund partners. He provides experienced advisory guidance across the phases of their financial lives to help grow and protect their assets. He has found that each individual has different goals, and Scott strives to understand what they want to achieve for themselves, their families and the communities around them.

Scott views himself as a coordinator, surrounding clients with a team of professionals extending far beyond investment management to integrate short- and long-term approaches tailored to their needs. In his role as a conduit to the strengths of Truist Wealth, Scott delivers direct access to the firm’s full breadth of resources, including the Commercial Bank, Investment Bank and other strategic capabilities. He is a true people person who brings like-minded individuals together to find alignment and share best practices and innovative ideas.

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

BS Finance
Ramapo College

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

Locations

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