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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.

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
  • Canada
    1

Europe
3

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  • Spain
    2
  • United Kingdom Of Great Britain And Northern Ireland
    1

Asia
1

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  • India
    1

Truist Wealth's Leadership

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

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
  • Trust Center Advisor, Vice President at Truist Wealth
    K. L.
    Trust Center Advisor, Vice President
    Jun 29, 2026
  • Vice President, Senior Digital Strategist at Truist Wealth
    K. C.
    Vice President, Senior Digital Strategist
    Aug 17, 2026
  • Trust Advisor, Vice President at Truist Wealth
    C. Y.
    Trust Advisor, Vice President
    Jun 28, 2026
  • Business Development Officer/ Assistant Vice President at Truist Wealth
    L. D.
    Business Development Officer/ Assistant Vice President
    May 29, 2026
  • Vice President, Financial Advisor, Truist Investment Services, Inc at Truist Wealth
    L. C.
    Vice President, Financial Advisor, Truist Investment Services, Inc
    Jun 30, 2026
  • Fiduciary Group Support Leader/Assistant Vice President at Truist Wealth
    T. P.
    Fiduciary Group Support Leader/Assistant Vice President
    Apr 14, 2026
  • Trust Advisor, Assistant Vice President at Truist Wealth
    D. B.
    Trust Advisor, Assistant Vice President
    Jun 29, 2026
  • Senior Vice President, Trust Advisor at Truist Wealth
    T. S. G.
    Senior Vice President, Trust Advisor
    Oct 24, 2025
  • Vice President, Financial Advisor At Truist Investment Services, Inc at Truist Wealth
    B. B.
    Vice President, Financial Advisor At Truist Investment Services, Inc
    May 29, 2026
  • Vice President, Wealth Advisor, Truist Wealth at Truist Wealth
    W. S.
    Vice President, Wealth Advisor, Truist Wealth
    Aug 02, 2026

Frequently Asked Questions

What is Truist Wealth known for?

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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?

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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?

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Truist Wealth has approximately 1.8K employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are Truist Wealth's key employees and leadership?

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As of August 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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