Brendan Hawks

Brendan J. Hawks, CFP®
Vice President Financial Consultant Truist Investment Services, Inc.

736 Market St

12th Floor,

Chattanooga, TN 37402-4503

Brendan.j.hawks@truist.com

Phone 423-757-3063

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About me

Background

Brendan Hawks is a Financial Consultant with The Ford Group of Truist Investment Services, Inc. He offers clients more than 10 years of financial services, retirement planning, and investment management experience. Through detailed, goals-based financial planning, Brendan works to best serve his clients in a tactful, caring, and impactful way.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Finance: Investments
The University of Tennessee at Chattanooga 2009 2012
M.S. Finance: Financial Planning
Purdue University 2019 2021

Personal Interests

Brendan is active in his local church, enjoys the outdoors, Atlanta Braves games, cooking, and traveling.

Specialties

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

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Locations

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