Sr. Trust Advisor, Private Wealth Management
CurrentAs a Sr. Trust Advisor, I help high net worth families with complex trust management for multi-generational family wealth preservation. I bring twenty years of trust and estate experience, including previous law practice, to protect wealth for accounts over $10 million. In addition to a Trust Advisor, Truist clients are surrounded by a team of experts, such as Wealth Strategists who can assist with tax minimization and provide asset protection strategies to keep your hard-earned funds from… Show more As a Sr. Trust Advisor, I help high net worth families with complex trust management for multi-generational family wealth preservation. I bring twenty years of trust and estate experience, including previous law practice, to protect wealth for accounts over $10 million. In addition to a Trust Advisor, Truist clients are surrounded by a team of experts, such as Wealth Strategists who can assist with tax minimization and provide asset protection strategies to keep your hard-earned funds from potential future generations' divorces, bankruptcy and/or frivolous litigation. Truist's professional investment managers collectively manage $200 billion and assist your family to grow into and maintain wealth. Finally, we are especially proud of our Center for Family Legacy who work with you and your legal and tax advisors to create family unity, business succession, and financial education for the entire family. Call me today for a complimentary consultation. Show less
