Betty Davila

Betty Davila, CFP®
Senior Premier Advisor

1301 Chain Bridge Rd

Mc Lean, VA 22101-3902

Betty.Davila@truist.com

Phone 703-270-4638

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About me

Background

I am a Senior Virtual Premier Advisor with Truist and serve the Pennsylvania market. I work to inspire and build better lives and communities for my Clients and their families through quality service and comprehensive Financial Planning. Helping my Clients identify, achieve, and feel confident in their financial goals is both my passion and the most rewarding part of being a Senior Virtual Premier Advisor. This passion led me to becoming a CERTIFIED FINANCIAL PLANNER® in 2023

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

Bachelor's in Finance
University of Maryland
Master of Business Administration
University of Maryland

Personal interests

Betty and her husband, Victor, live in Northern Virginia, and they have four adult children, a dog and a cat. In their free time, they enjoy boating, fishing and gardening.

Specialties

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

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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