Angela Holdsworth

Angela J. Holdsworth
Wealth Advisor Truist Bank

466 Chestnut Ridge Rd

Morgantown, WV 26505-2767

About me

Background

I am a Wealth Advisor with Truist Wealth, offering clients more than 16 years of financial services experience and working with families and business owners in North Central West Virginia, Southwestern Pennsylvania, and Western Maryland.

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 Degree Business Administration
West Virginia University 2003

Specialties

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

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

Accomplishments

Sterling Performance Award Winner
BB&T
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