Iantha Cassidy-Wortman

Iantha Cassidy-Wortman
Premier Banker

505 S Duke Street

Durham, NC 27701

iantha.cassidy-wortman@truist.com

Phone 910-435-3594

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About me

Background

I am a Premier Banker with Truist servicing the triangle market offering over 10 years of experience in the Banking/Financial/Mortgage Industry. As a Premier Banker, I specialize in holistic Financial Planning. My purpose is to educate and help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies and ongoing support tailored to their unique needs and aspirations while providing an exceptional experience now and into the future.
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 of Science Finance
George Mason University

Personal interests

When not at work, I enjoy spending quality time with my family and friends, attending kids’ sports events and practicing yoga.

Specialties

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

  • 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.

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  • May Lose Value

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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 Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. 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, LLC, Arkansas License #100110185. Member FINRA.

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