Emily Hartley

Emily Hartley
Assistant Vice President Wealth Advisor Associate Truist Bank

100 Crescent Ct

Suite 1000,

Dallas, TX 75201

Emily.Hartley@truist.com

Phone 817-344-7060

Fax 817-377-0417

Get directions

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About me

Background

Emily Hartley is a Wealth Advisor for Truist Financial Corporation with more than eight years of financial services experience. She works with high-net-worth business owners and families to understand their unique vision and values. With this, Emily and her tailored team of specialists provide precise financial advice to help build and maintain their client's financial well-being. Some of her team's key areas of focus are financial & estate planning, investments, strategic credit, trust services, and banking needs.

Emily previously served as North Texas' lead Wealth Support Specialist where she earned the Truist Performance Award* in 2020 for her dedication to outstanding client experience.

With a big heart for philanthropy, Emily spends time as an artist for Make-A-Wish Foundation where she creates art pieces side-by-side with wish recipients. She also volunteers for the local committee of Women@Truist Business Resource Group.

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

Personal Interests

When she isn't working, Emily enjoys spending time with her loved ones, hiking, and cooking. She is a member of Gateway Church and lives in Trophy Club, TX.

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

  • 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

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

Accomplishments

Performance Award Winner*
Truist 2020
*The Truist Performance Excellence 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, our Performance Promise, and revenue. 

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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

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