Julie Suggs

Julie Suggs, CTFA, FPQP™
Vice President SEG Wealth Advisor Truist Bank

19315 W Catawba Ave

Suite 102,

Cornelius, NC 28031-5635

Julie.Suggs@Truist.com

Phone 704-799-7394

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About me

Background

Julie Suggs is a Sports & Entertainment Group Wealth Advisor with Truist Bank, offering clients more than 35 years of financial services, retirement, planning, and investment management experience. She provides her clients with 360 degrees of service, guidance, and personalized solutions. She and her clients work together to create strategies, designed with their goals and an understanding of the impact of life events in mind, to help them grow, preserve, and protect their wealth. She then partners with them, their CPAs, and attorneys to implement these strategies.

Julie and her team work nationwide with Indy, IMSA, NASCAR, esports, individuals, teams, owners, and all others within the motorsports and sports and entertainment industries, often traveling to meet with clients and prospects at sports venues, etc.

She holds her Certified Trust and Fiduciary Advisor (CTFA) and Financial Paraplanner Qualified Professional™ (FPQP) designations.

Personal Interests

Julie attended QVCC College, the American Institute of Banking, and the College of Financial Planning. She volunteers with the NASCAR Foundation and various other charitable organizations. She and her family have been involved in the racing community since the late ’80s, and she enjoys helping at the track when her son Brett is racing his truck in the SE Super Truck Series. She and her husband, Dan, have four children.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

Locations

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