Nina Threets

Nina Threets, AAMS®
Medical Wealth Advisor Truist Bank

2001 Ross Ave

Suite 2700,

Dallas, TX 75201

About me

Background

Nina Threets is a Medical Wealth Advisor with Truist Bank, offering a comprehensive experience to wealth management and maintaining a work-optional lifestyle for physicians and physician-owned practices. With a team approach of specialists in investments, financial planning, credit, and estate strategies, Nina brings together a deep bench of intellectual capital to help solve her clients’ most intricate needs. She strongly believes in good communication and a solid relationship with her clients. 
Determination, perseverance, and execution are words put into action in Nina’s book which is why her transition into the finance industry was natural from her professional track career. Graduating with her Bachelor’s and Master’s degrees of Science from Louisiana Tech University as a pre-med major, Nina continued to excel and went on professionally to represent USA at the 2008 Olympic Trials, 2009 U.S Indoor Nationals, 2009 U.S. Championships, and successfully competed overseas in the 400 meter run on a global level.

Prior to joining Truist Bank, Nina Threets served in the financial industry for almost a decade. In recent years, as a financial advisor with Raymond James, Bank of America Merrill, and AIG Retirement Services. Nina comes with extensive experience in retirement planning, trust and estate planning, investment strategies, and working in the public sector space of institutional money.

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

Education

Master of Science Health Informatics
Louisiana Tech. University 2007 2010
Bachelor of Science in Biology, Chemistry Minor
Louisiana Tech. University 2003 2007

Personal Interests

Nina is a proud mother to her two children- Ramiah Leigh and William Carter. She remains heavily embedded in USA Track and Field, The Junior League of Dallas, and Leadership Southwest. She enjoys golf, architecture, interior design, and travel.

Specialties

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

Locations

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