Velena Berny

Velena Berny, CFP®
Senior Vice President Fiduciary Division Director

Truist Plaza

303 Peachtree St NE,

29th Floor,

Atlanta, GA 30308-3200

Velena.Berny@Truist.com

Phone 404-588-7381

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About me

Background

Velena Berny currently serves as Treasurer of the Atlanta Estate Planning Council and Board Chair of the American Bankers Association Trust and Wealth Conference Board.

Education

B.A. Finance
The University of Georgia 1992 1996

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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