Truist Wealth

  • Financial Services
  • Charlotte NC
  • 1,686 employees
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Company Overview

Headquarters
214 N Tryon St, Charlotte NC
Website
truist.com/wealth
Employees
1,686
Founded it
2021
Industry
Financial Services
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Financials & Stats

Revenue

$1,000B

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Who is Truist Wealth

Truist Wealth is a financial services company based in Charlotte, North Carolina. As a wholly owned subsidiary of Truist Financial Corporation, the company employs 1,686 individuals and generates over $1 billion in annual revenue. Truist Wealth specializes in wealth management, providing customized financial planning and investment strategies to individuals seeking to build, protect, and generate income from their assets. Their services cater to clients at all stages of their financial journey, from those just starting out to those in retirement. The company emphasizes a personalized approach, working closely with clients to understand their unique needs and goals. Truist Wealth leverages the expertise of its advisors to develop tailored strategies and solutions, encompassing a range of investment products and services. Clients interested in learning more about Truist Wealth's services can visit their website at truist.com/wealth. For detailed disclosures, please refer to www.truist.com/wealth/tis-disclosure.

Company Leadership

Mike Wood

Sr. Vice President Wealth Advisor

Victoria Rixon

Western Division Director, Executive Vice President

Frances Proctor

Sr. Vice President, Truist Bank, Wealth Magement, Equity Trading

Jeff Dunn

Executive Vice President Truist Wealth - Head of Sports and Entertainment and Legal Specialty Groups

Truist Wealth Industry Tags

Financial Services
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FAQ

What is the location of Truist Wealth's headquarters?
The headquarters of Truist Wealth are situated at Charlotte NC
What is Truist Wealth's official website?
The official website of Truist Wealth can be found at truist.com/wealth.
How many employees does Truist Wealth currently have?
Truist Wealth employs approximately 1,686+ people
Which industries is Truist Wealth primarily operating in?
Truist Wealth operates in the following industries: Credit, Finance
Who is the Sr. Vice President Wealth Advisor of Truist Wealth?
Truist Wealth's Sr. Vice President Wealth Advisor is Mike Wood
What are Truist Wealth's industry tags?
Truist Wealth's industry tags include: Financial Services
When was Truist Wealth founded?
Truist Wealth was founded in 2021.

Employee Directory

Key Employees

Jeffrey Hassler

Sr. Vice President, Sr. Region Trust Advisor at Truist Wealth

Stephanie Petty

Vice President, Senior Product Manager

Heather Mack

Senior Information Technology Support Analyst

Drew Arney

Director, Financial Advisor at Truist Investment Services Inc., Truist Wealth

Kirk Watkins

Head of Wealth Operating Excellence, Senior Vice President

Brad Cherkin

Brokerage Financial Planning Officer

Kim McAvoy

Software Engineer III

Heather Magaha

Head of Wealth Strategic Partnerships and Delivery

Brian Miller

SVP, Wealth Business Advisor