What departments does Truist Wealth have?

Truist Wealth has employees across 8 departments including Analytics, Supply Chain, Finance, Consultant, Business.

What is the largest department at Truist Wealth?

The largest department at Truist Wealth is Finance with 17 employees.

Where are Truist Wealth employees located globally?

Truist Wealth has employees across 3 continents and 5 countries including India, Spain, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Truist Wealth's team size changed over time?

Truist Wealth's team has grown from approximately 1.5K to 1.5K employees based on available data.

Truist Wealth Employee Directory

Financial ServicesNorth Carolina, United States1001-5000 Employees

Truist Wealth operates within the financial services sector, offering guidance on wealth-building, asset protection, and retirement income planning. It emphasizes working with an advisor to translate personal goals into concrete strategies and solutions designed to evolve with the client’s circumstances. Based in Charlotte, North Carolina, its wealth-management activities are conducted through Truist Investment Services, Inc., a wholly owned non-bank subsidiary of Truist Financial Corporation that provides securities and insurance products as part of its advisory offerings.

The firm serves individuals at various stages of their wealth journey, aiming to help them secure a more stable financial future through collaborative planning. Recent developments in 2026 include expansions of offices in Pennsylvania and New Jersey and leadership appointments in that region, reflecting a push to grow its regional footprint.

Truist Wealth Global Highlights

North America
1.8K

United States Of America
1.8K
Canada
1

Europe
4

Spain
2
United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

India
1

Truist Wealth's Leadership

M. K.
Vice President - Financial Consultant
Mobile Phone
Email
E. S.
Vice President & Trust Advisor
Mobile Phone
Email
A. K.
Vice President | Wealth Advisor
Mobile Phone
Email
H. M.
Head Of Wealth Strategic Partnerships And Delivery
Mobile Phone
Email
J. F.
Advice & Planning Analyst
Mobile Phone
Email
T. C.
Vice President, Wealth Advisor, Certified Financial Planner™ Professional
Mobile Phone
Email
A. H.
Wealth Advisor, Senior Vice President
Mobile Phone
Email
A. T.
Vp, Financial Consultant, Truist Investment Services, Inc
Mobile Phone
Email

Truist Wealth Employee Metrics

100%

50%

0%

2026

2025

Finance
Consultant
Analytics
Support
Banking
Other
Business Development
Accounting

Contact profiles from Truist Wealth

Name

Title

Contact Info

Location

Last Update

J. F.
Advice & Planning Analyst
Mobile Phone
Email
Nov 15, 2025
H. M.
Head Of Wealth Strategic Partnerships And Delivery
Mobile Phone
Email
Apr 14, 2026
T. C.
Vice President, Wealth Advisor, Certified Financial Planner™ Professional
Mobile Phone
Email
Feb 05, 2026
A. H.
Wealth Advisor, Senior Vice President
Mobile Phone
Email
Jul 09, 2026
A. T.
Vp, Financial Consultant, Truist Investment Services, Inc
Mobile Phone
Email
Jun 26, 2026
B. G.
Vp, Wealth Advisor
Mobile Phone
Email
Apr 23, 2025
B. H.
Vice President, Wealth Advisor At Truist Wealth
Mobile Phone
Email
Apr 23, 2025
C. C. B.
Senior Vice President, Wealth Strategist
Mobile Phone
Email
Jun 27, 2026
C. P.
Vice President, Wealth Advisor
Mobile Phone
Email
Apr 15, 2026
D. H.
Managing Director, Head Of Investment Consulting Group, Truist Wealth
Mobile Phone
Email
May 09, 2026

Frequently Asked Questions

What is Truist Wealth known for?

Truist Wealth was founded in 2021 operates in the Financial Services industry. Explore Truist Wealth's company overview page for more information.

What is Truist Wealth's most common email format?

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?

Truist Wealth has approximately 1.7K employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Truist Wealth's key employees and leadership?

As of July 2026, Truist Wealth's key employees include:

Vice President - Financial Consultant: M. K.
Vice President & Trust Advisor: E. S.
Vice President | Wealth Advisor: A. K.
Head Of Wealth Strategic Partnerships And Delivery: H. M.
Advice & Planning Analyst: J. F.

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Truist Wealth Employee Directory

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