Katie Giles

Katie Giles, CFP®
Vice President Premier Banker Truist Bank

375 S Front St.

New Bern, NC 28560-2133

About me


I am a Premier Banker with Truist, offering clients more than 20 years of financial services, retirement planning, and investment management experience. I joined Truist in 2005 through the Leadership Development Program and as a Relationship Manager, I advocate for affluent clients and their families in Eastern North Carolina. One of the best ways I can assist my clients in establishing economic success and financial wellness is by developing a customized, comprehensive financial plan. This includes recommendations that are implemented in partnership with Truist specialists in investments, risk management, strategic credit, and trust and estate planning. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck


Masters of Business Administration
Liberty University
Bachelor of Arts in Sociology
University of Virginia
Leadership Development Program
Certification Program in Financial Planning
UC Berkeley

Personal Interests

I currently serve as the ADCOM Chairman of the Board of Directors for the CarolinaEast Foundation. I am also an active volunteer for the PTO at HJ MacDonald Middle School. When I’m not at work, I enjoy playing tennis, reading, and spending time with my family and friends.


  • 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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