Chris Trokey
Truist Wealth
Nashville, Tennessee
About
Company name
Truist Wealth
Business title
Senior Wealth Advisor
Contact
How to contact
404-775-4878
Professional Profile
Call Me When
You or someone you know desires the empowerment to make more informed personal financial decisions about their estate, cash flow, investments, credit, and banking that will have a lasting impact on their families and the causes they care about.
Professions
Wealth Manager
Functional Expertise
Cash flow enhancements
Cash management
Charitable giving
Estate planning
Family business
Fiduciary
Finance
Integration
Investments
Leadership Development
Private equity
Risk management
Transaction advisory
Trusts
Life Coaching
Exit/Transition Planning
Business Focus
Wealth Management
Professional Certification
CFA, CAIA, CPA
Client Industries
Business Services
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Transportation/Storage
Wholesale/Distribution
Client Results
Preparing the family for life after the family business
Chapter information
Membership
Nashville Individual
Member since
Member for 1 year
Why I'm a Member of XPX
Because XPX facilitates advisory relationships built on knowledge and trust that will ultimately serve businesses and families identify their true purpose and desires post transaction. integrate, coordinate, and collaborate a
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