“I am a Senior Vice President and a Wealth Business Advisor with Truist Bank. Over the course of my career in the financial sector spanning 23 years, I have held numerous Leadership and Relationship Management positions. This has allowed me the opportunity to develop an in-depth knowledge of a broad range of Banking and Wealth Management Solutions, including investments, risk management, lending and financial and estate planning. Working in tandem with other members of Truist Wealth, I use personalized financial planning and advice to help address the current and long-term needs high net-worth business clients and their families.
While my role may differ from client to client, my obligation is the same: to focus on the client’s best interest, seek to deliver superior customer service, and strive to exceed their expectations.”
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