Matti Gordon, CFP®, CEPA®, CRPC® (she/her)’s Post

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Senior Vice President, Wealth Business Advisor, Truist Wealth, Business Resource Group Leader, Diversity Champion

The clearer your philanthropic goals, the stronger the impact. Check out these ideas for getting started. https://bit.ly/3AmCPYq

Lisa Main, CTFA, CAP®, CFP®

Vice President, Client Manager at Truist

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