Delana Rountree

Delana P. Rountree , CTFA
Vice President Trust Advisor

200 Pine St W

Wilson, NC 27893-3288

Delana.Rountree@Truist.com

Phone 252-246-4665

Get directions

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About me

Background

Delana is a Trust Advisor with the Eastern NC Truist Wealth Office. She is honored to be a part of clients’ planning engagements to continue the legacies they have fostered with their families, businesses and charitable endeavors in our communities. Together with her team, they are involved with estates, trusts, investment and retirement accounts that develop from relationships in Eastern North Carolina.

Education

Certified Trust and Financial Advisor
The Institute of Certified Bankers 2015
Southeastern Trust School
Campbell University 2011
Bachelor of Science in Business Administration Double Concentration of Finance and Human Resources
North Carolina State University 2009

Personal Interests

Delana serves on boards of the Barton College/Wilson Symphony Orchestra, the First United Methodist Church of Wilson NC Endowment and the Junior Women’s Club of Wilson NC. She is also a member of The Institute of Certified Bankers, Wilson Arts and Wilson Country Club.

Specialties

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

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

Locations

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