What departments does Truist Wealth have?

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

What is the largest department at Truist Wealth?

The largest department at Truist Wealth is Finance with 11 employees.

Where are Truist Wealth employees located globally?

Truist Wealth has employees across 3 continents and 4 countries including India, Spain, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

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

Q: Who are Truist Wealth's key employees and leadership?

Truist Wealth's key employees include: Assistant To Chief Executive Officer: J. M. C., Head Of Wealth Strategic Partnerships And Delivery: H. M., Head Of Investment Management: O. E., Head Of Alternative Investment Products: C. S..

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

Europe
4

Spain
2
United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

India
1

Truist Wealth's Leadership

H. M.
Head Of Wealth Strategic Partnerships And Delivery
Mobile Phone
Email
O. E.
Head Of Investment Management
Mobile Phone
Email
C. S.
Head Of Alternative Investment Products
Mobile Phone
Email
J. M. C.
Assistant To Chief Executive Officer
Mobile Phone
Email
V. P.
Wealth Brokerage Chief Administrative Officer At Truist Investment Services, Inc
Mobile Phone
Email
J. F.
Advice & Planning Analyst
Mobile Phone
Email
Y. P.
Senior Vice President, International Wealth Advisor
Mobile Phone
Email
C. W.
Senior Vice President, Wealth Business Advisor
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

V. P.
Wealth Brokerage Chief Administrative Officer At Truist Investment Services, Inc
Mobile Phone
Email
United StatesVirginia
Feb 18, 2026
J. F.
Advice & Planning Analyst
Mobile Phone
Email
Nov 15, 2025
J. M. C.
Assistant To Chief Executive Officer
Mobile Phone
Email
United StatesTexas
May 02, 2025
Y. P.
Senior Vice President, International Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
C. W.
Senior Vice President, Wealth Business Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
H. M.
Head Of Wealth Strategic Partnerships And Delivery
Mobile Phone
Email
Apr 14, 2026
L. W.
Evp, Head Of Investment Advice & Solutions
Mobile Phone
Email
United StatesVirginia
Feb 19, 2026
C. H.
Senior Vice President, Managing Director, Fixed Income
Mobile Phone
Email
United StatesKentucky
Apr 16, 2026
O. E.
Head Of Investment Management
Mobile Phone
Email
United StatesKentucky
Apr 17, 2026
M. D.
Senior Vice President - Product Manager, Truist Investment Services, Inc
Mobile Phone
Email
United StatesMaryland
Apr 15, 2026

Frequently Asked Questions

What is Truist Wealth known for?

Truist Wealth was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 214 North Tryon Street Charlotte, North Carolina 28202 United States. 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 May 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Truist Wealth's key employees and leadership?

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

Head Of Wealth Strategic Partnerships And Delivery: H. M.
Head Of Investment Management: O. E.
Head Of Alternative Investment Products: C. S.
Assistant To Chief Executive Officer: J. M. C.
Wealth Brokerage Chief Administrative Officer At Truist Investment Services, Inc: V. P.

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Truist Wealth Employee Directory

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