What departments does Truist Wealth have?

Truist Wealth has employees across 3 departments including Finance, Business, Business Development.

What is the largest department at Truist Wealth?

The largest department at Truist Wealth is Finance with 12 employees.

Where are Truist Wealth employees located globally?

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

Spain
2
United Kingdom Of Great Britain And Northern Ireland
1

Asia
1

India
1

Truist Wealth's Leadership

B. P.
Vice President - Financial Consultant Of Clearfork Financial Group At Truist Investment Services,Inc
Mobile Phone
Email
H. M.
Head Of Wealth Strategic Partnerships And Delivery
Mobile Phone
Email
A. N. C.
Managing Director, Financial Advisor At Truist Investment Services, Inc
Mobile Phone
Email
D. H.
Managing Director, Head Of Investment Consulting Group, Truist Wealth
Mobile Phone
Email
D. M.
Managing Director , Senior Wealth Advisor At Truist Wealth
Mobile Phone
Email
D. B.
Senior Managing Director, Financial Advisor At Truist Investment Services, Inc. Truist Wealth
Mobile Phone
Email
J. M.
Managing Director, The Mccloskey Financial Group, Truist Investment Services, Inc
Mobile Phone
Email
J. S.
Managing Director
Mobile Phone
Email

Truist Wealth Employee Metrics

100%

50%

0%

2026

2025

Finance
Consultant
Analytics
Support
Banking
Other
Business Development
Accounting
Product Management

Contact profiles from Truist Wealth

Name

Title

Contact

Location

Last Update

A. N. C.
Managing Director, Financial Advisor At Truist Investment Services, Inc
Mobile Phone
Email
Sep 04, 2026
D. H.
Managing Director, Head Of Investment Consulting Group, Truist Wealth
Mobile Phone
Email
May 09, 2026
D. M.
Managing Director , Senior Wealth Advisor At Truist Wealth
Mobile Phone
Email
Mar 25, 2026
D. B.
Senior Managing Director, Financial Advisor At Truist Investment Services, Inc. Truist Wealth
Mobile Phone
Email
Aug 29, 2026
J. M.
Managing Director, The Mccloskey Financial Group, Truist Investment Services, Inc
Mobile Phone
Email
Jun 25, 2026
J. S.
Managing Director
Mobile Phone
Email
May 29, 2026
J. B.
Managing Director, Financial Advisor, Truist Investment Services, Inc.Truist Wealth
Mobile Phone
Email
Jul 27, 2026
J. D. V.
Managing Director, Senior Wealth Advisor
Mobile Phone
Email
Jun 25, 2026
J. F. B.
Managing Director, Financial Advisor At Truist Investment Services Inc. Truist Wealth
Mobile Phone
Email
Oct 02, 2026
M. T.
Managing Director, Senior Wealth Advisor
Mobile Phone
Email
Apr 16, 2026

Frequently Asked Questions

What is Truist Wealth known for?

Truist Wealth was founded in 2021 and 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 First.Last@truist.com. 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 1.8K employees as of October 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are Truist Wealth's key employees and leadership?

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

Vice President - Financial Consultant Of Clearfork Financial Group At Truist Investment Services,Inc: B. P.
Head Of Wealth Strategic Partnerships And Delivery: H. M.
Managing Director, Financial Advisor At Truist Investment Services, Inc: A. N. C.
Managing Director, Head Of Investment Consulting Group, Truist Wealth: D. H.
Managing Director , Senior Wealth Advisor At Truist Wealth: D. M.

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Truist Wealth Employee Directory

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