Sam Holtsclaw

Sam Holtsclaw, CFP®
Vice President Wealth Advisor Truist Bank

106 2nd St NW

2nd Floor,

Hickory, NC 28601-6107

Sam.Holtsclaw@Truist.com

Phone 828-270-3304

Fax 828-324-0400

Get directions

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About me

Background

Sam Holtsclaw is Wealth Advisor with Truist Wealth, offering clients more than 12 years of financial services, retirement planning, and investment management experience.

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

Education

B.S. in Economics
Lenoir-Rhyne University 2009
M.B.A.
East Carolina University 2015

Personal Interests

Sam serves on the board for the Lenoir Rhyne Alumni Association and the Bears Club Council to support Lenoir Rhyne Athletics, where he played on the golf team. Sam is also an active member of First Baptist Church Hickory and enjoys spending time with his wife, Shelley, and three children.

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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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