Mark DiCristina

Mark DiCristina CFP®
Legal Client Advisor Truist Bank

303 Peachtree St NE,

7th Floor,

Atlanta, GA 30308-3200

About me

Background

I am a Legal Client Advisor with Truist Wealth. I have more than twenty years of financial services experience in financial planning, investment management, insurance planning, and general banking/lending issues. I also maintain my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation. 

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

Education

Bachelors of Science: Business Administration and Accounting
Washington & Lee University 1994 1998

Personal interests

I earned my degree in business administration and accounting from Washington & Lee University. Currently, I serve on committee for Young Life Northwest Atlanta and the board of the Friends of the First Tee Eastlake.

Specialties

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

  • 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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

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

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