Craig Frye

Craig A. Frye, CTFA
Senior Vice President Regional Managing Director Truist Bank

8200 Greensboro Dr

10th Floor,

McLean, VA 22102

Craig.frye@truist.com

Phone 703-383-6879

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About me

Background

Craig is a Regional Managing Director for Truist Bank. He oversees the Greater Washington & Maryland Region for Truist Wealth, leading a team of 22 Wealth Advisors tasked to be relationship managers and advocates for the banks most affluent clientele and their families. These advisors are supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address the clients specific banking, strategic credit, investments, insurance, and trust & estate planning needs. This dedicated team approach allows these Advisors to help create, grow, and preserve the wealth of the clients they serve. As trusted advisors, they value the confidence clients put in them, and they strive to exceed expectations by delivering service that is reliable, responsive, empathetic, and competent. 

As a multi-generational native of Northern Virginia, Craig has spent his entire 35+ year banking career living in and supporting his local community. Since being named to this position in 2007, Craig's team has been recognized as a top performing unit within the corporation every year and he has personally been recognized as an annual Sterling Performer seven times*. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

*The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Over the years, Craig has served on local boards and committees assisting with various local charitable organizations and functions, including the National Capital Area Chapter of the Alzheimer's Association, The Winchester Medical Center Foundation, Leukemia & Lymphoma Society, and the Community Foundation for Northern Virginia. 

Craig holds numerous securities licenses and certifications for his line of business including the Series 6, 7 and 65; Life & Health Insurance licenses, the Series 24 General Securities Principal license; as well as the Certified Trust & Fiduciary Advisor certification (CTFA). When he isn't working, Craig enjoys mountain biking and spending time with his wife and two daughters in the Outer Banks of NC. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

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    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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