Marisa Facciolo

Marisa Facciolo
Managing Director Wealth Advisor Truist Bank

150 S Warner Rd

Suite 210,

King of Prussia, PA 19406-2805

Marisa.facciolo@truist.com

Phone 302-442-9043

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About me

Background

Marisa Facciolo is a Managing Director with Truist Wealth offering clients more than 20 years of wealth management experience. Prior to her current role, Marisa was a Regional Director of Relationship Strategy at Hawthorn PNC. Her practice covered a wide range of investment, banking, and fiduciary planning services, including a strong focus on trust planning. Over the years Marisa has exclusively worked with ultra-high net worth clients, delivering creative, tax-efficient strategies* for all generations of the family.  

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

*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Dickinson College 1993 1997
Juris Doctorate
Widener University School of Law 2000 2003

Personal Interests

Marisa is active in her local community supporting various causes. For the past eight years, Marisa has served as the annual fund chair for the Boys and Girls of Delaware. Marisa is also a board member of the Forum of Executive Women in Philadelphia and Delaware as well as the Alliance for Capital Growth (ACG) in Philadelphia.

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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    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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