Robert Needham

Robert Needham, CFP®
Virtual Premier Banker

214 North Tryon St. Fl 46

Charlotte, NC 28202

Robert.Needham@truist.com

Phone 704-954-1728

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About me

Background

I am a Virtual Premier Banker and Certified Financial Planner™ (CFP®) professional with Truist, offering over 35 years of financial services experience. I help Clients take a holistic and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. My goal is to understand what is most important to my Clients, while building trust through high-touch attention, in-depth conversations, and technology. I seek to guide my Clients through their financial journeys by addressing both short-term and long-term goals, while providing an exceptional experience now and into the future.

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's in Economics
State University of New York at Albany

Personal interests

When not at work, I enjoy spending time with my wife, children and grandchildren. I also enjoy spending time outdoors, especially at the beach.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

Locations

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New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
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