Eileen Wood

Eileen M. Wood
Senior Vice President Wealth Advisor Truist Bank

8000 Midlantic Dr

Mt Laurel, NJ 08054-0015

Eileen.Wood@truist.com

Phone 856-479-9079

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About me

Background

Eileen has been a banker for more than 35 years with responsibilities both in corporate lending and extensively in private banking. She's gained significant and valuable experience with individuals and families which is reflected in the advice and support she provides to her clients. She engages by listening closely, understanding priorities and applying needs-based, high-level client service and thorough delivery of the full suite of Truist Wealth solutions. Eileen leverages her external network and firm place in the community to provide confident and comprehensive wealth management advice and solutions.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA, Accounting
University of Scranton 1985

Personal Interests

Eileen, and her husband Jim, have three adult children living in Voorhees, NJ.  As an almost “empty nester”, getting back to enjoying travel and exploring new places and reconnecting with friends who were also busy raising families.  Eileen is a Trustee and Finance council member of her church, St. Andrew the Apostle Church in  Gibbsboro, NJ. She is also involved with Joseph’s House of Camden, NJ, and very passionate about Philly sports!

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

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

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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