Karl Hamilton

Karl W. Hamilton, CRPC®
Senior Vice President Practice Management Consultant Truist Investment Services, Inc.

401 E. Jackson St

19th Floor,

Tampa, FL 33602

Karl.hamilton@truist.com

Phone 813-224-2517

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About me

Background

Karl is a Practice Management Consultant with the Truist Wealth National Sales Team. In his role, Karl works with both individual and teams of advisors to assist them in delivering wealth solutions to their prospects and clients He draws upon his more than 35 years of experience in the financial services industry to help advisors with their processes, service models and overall strategies to address client's ever-changing needs. Prior to his time with Truist, he has worked for a large national wire house as well as a regional bank. He is a firm believer in a financial planning-based approach and creating a world class experience for Truist clients and prospects.

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

Education

Bachelor of Arts, History and Journalism
University of Michigan 1980
Master in Business Administration
University of Florida 1982

Personal Interests

Karl is a native of Stony Brook, NY and has resided in the Tampa Bay area for 30 years. During his time in Tampa, he has supported the Boys and Girls Club, Special Olympics and Habitat for Humanity. In his spare time, Karl enjoys spending time outdoors with his family and friends enjoying everything that Florida has to offer.

Specialties

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

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

Locations

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