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Everyone defines their legacy in different ways. Learn more about how we have helped clients shape their philanthropic legacies from family foundations to giving while living. https://lnkd.in/eT7tGYsk

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Susan Curry

Director, Financial Advisor at Truist Investment Services Inc., Truist Wealth
9mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq
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Debbie McLamb

Client Service Associate at Truist Investment Services, Inc.
9mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq
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Matti Gordon, CFP®, CEPA®, CRPC® (she/her)

Senior Vice President, Wealth Business Advisor, Truist Wealth, Business Resource Group Leader, Diversity Champion
8mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq

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Scott Faircloth

Senior Vice President & Regional Managing Director at Truist
7mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq

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Brent Detweiler, AWMA®, CRPC®

Financial Advisor, Truist Investment Services, Inc. Truist Wealth
4mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq
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Keith Raymond

Wealth Advisor, SVP, AWMA ® at Truist
3mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq
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Eduardo Navaza , CRPC®, APMA ®

VP, Medical Wealth Advisor, Truist Wealth
3mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq
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Karen Dixon

Senior Wealth Advisor, Houston and Central Texas
2mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq

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Charles Wellborn

Financial Consultant, Truist Investment Services, Inc., Truist Wealth
2mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq
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Grey Yeager

Senior Vice President, Wealth Advisor at Truist Wealth
2mo
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The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq
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