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

B. K. G.
Vp, Strategic Transformation Manager
Mobile Phone
Email
United StatesGeorgia
Apr 09, 2026
J. D.
Svp / Legal Wealth Advisor
Mobile Phone
Email
United StatesMississippi
Apr 16, 2026
J. M.
Vice President, Wealth Advisor
Mobile Phone
Email
United StatesDistrict of Columbia
May 22, 2025
J. H.
Senior Vice President
Mobile Phone
Email
United StatesGeorgia
Mar 06, 2026
C. S.
Head Of Alternative Investment Products
Mobile Phone
Email
United StatesNew York
May 29, 2026
C. P.
Vice President, Wealth Strategy
Mobile Phone
Email
United StatesNorth Carolina
Mar 10, 2026
S. G.
Vice President, Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Oct 25, 2025
J. R.
Vp, Wealth Advisory Consultant
Mobile Phone
Email
United StatesGeorgia
Nov 20, 2025
T. B.
Vice President, Wealth Advisor
Mobile Phone
Email
United StatesMaryland
Nov 12, 2025
J. R.
Senior Vice President, Wealth Advisor, Truist Wealth
Mobile Phone
Email
United StatesMaryland
Feb 17, 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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