Truist Wealth

Truist Wealth Employee Directory

Financial ServicesUnited States1001-5000 Employees

Building wealth. Protecting assets. Generating income in retirement. We’re here to guide you as you seek a more secure financial future. 

Turning your unique needs, wants and wishes into a plan you can be confident in takes insight, expertise, and passion. With Truist Wealth, you’ll collaborate closely with an advisor to prioritize your goals before translating them into tangible strategies and solutions. 

No matter where you are on your wealth journey, we’ll be right by your side, ready to evolve with you, inspire you with innovative ideas and help you fulfill your greatest potential. 


Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and TIS may only conduct business in states and jurisdictions where registered. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure

Find Truist Wealth employees' phone numbers or email addresses

Truist Wealth Global Highlights

Location
Employees

North America
1.8K

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  • United States Of America
    1.8K

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Spain
    2

Asia
2

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  • India
    2

Truist Wealth's Leadership

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    K. L.
    Chief Investment Officer And Chief Market Strategist
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    C. P.
    Vice President - Project Manager
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    A. S.
    Vice President | Business Strategy Planning Consultant
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    C. B. M.
    Head Of Wealth Oversight, Governance, And Risk Execution; Truist Wealth Chief Operating Officer
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    L. A.
    Head Of International Wealth Management / Regional Managing Director
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    H. M.
    Head Of Wealth Strategic Partnerships And Delivery
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    C. S.
    Head Of Iag Advisor Engagement & Sustainable Investing
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    L. M.
    Head Of Strategic Client Group
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Truist Wealth Employee Metrics

100%
50%
0%
2025
2024
  • Finance
  • Consultant
  • Analytics
  • Support
  • Banking
  • Other
  • Business Development

Contact profiles from Truist Wealth

Name
Title
Contact Info
Location
Last Update
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    C. B. M.
    Head Of Wealth Oversight, Governance, And Risk Execution; Truist Wealth Chief Operating Officer
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    United StatesNorth Carolina
    Apr 24, 2025
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    O. E.
    Co-Chief Investment Officer
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    Apr 24, 2025
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    K. L.
    Chief Investment Officer And Chief Market Strategist
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    United StatesGeorgia
    Apr 23, 2025
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    V. P.
    Wealth Brokerage Chief Administrative Officer At Truist Investment Services, Inc
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    United StatesVirginia
    Apr 23, 2025
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    J. F.
    Advice & Planning Analyst
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    Jul 18, 2025
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    T. B. T.
    Wealth Brokerage Delivery Director, Chief Operations Officer
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    United States
    Aug 19, 2025
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    J. M. C.
    Assistant To Chief Executive Officer
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    United StatesTexas
    May 02, 2025
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    Y. P.
    Senior Vice President, International Wealth Advisor
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    United StatesFlorida
    Oct 22, 2025
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    R. M.
    Managing Director - Head Of National Sales
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    United StatesNorth Carolina
    Aug 08, 2025
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    L. A.
    Head Of International Wealth Management / Regional Managing Director
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    United StatesFlorida
    Oct 23, 2025

Frequently Asked Questions

What is Truist Wealth known for?

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Truist Wealth was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 214 N Tryon St, Charlotte, North Carolina 28202, US. Explore Truist Wealth's company overview page for more information.

What is Truist Wealth's most common email format?

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Truist Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Truist Wealth email formats with LeadIQ.

How many employees does Truist Wealth have currently?

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Truist Wealth has approximately 1.7K employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Truist Wealth's key employees and leadership?

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As of October 2025, Truist Wealth's key employees include:

  • Chief Investment Officer And Chief Market Strategist: K. L.
  • Vice President - Project Manager: C. P.
  • Vice President | Business Strategy Planning Consultant: A. S.
  • Head Of Wealth Oversight, Governance, And Risk Execution; Truist Wealth Chief Operating Officer: C. B. M.
  • Head Of International Wealth Management / Regional Managing Director: L. A.

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