Barbara Halgren

Barbara Halgren, CFP®
Senior Vice President Wealth Advisor Truist Bank

8226 N Wickham Rd.

Melbourne, FL 32940-7991

Barbara.Halgren@Truist.com

Phone 321-426-9642

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About me

Background

Barbara Halgren is a Senior Vice President and Wealth Advisor with Truist bank offering clients with more than 25 years of financial services, retirement planning and investment management experience.  Having earned her Certified Financial Planner™ (CFP©) designation in 2005, Barbara focuses on helping her clients identify their financial goals and objectives.  By leveraging a team approach, Barbara works closely with her partners and clients to help formulate and execute a financial plan that is consistent with the goals and objectives important to her clients and their families. 

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

Business Administration
State University at Farmingdale 1992

Personal Interests

Barbara and her family live on the east coast of Central Florida.  Barbara is passionate about supporting her community and does so through her participation in various non-profit events and organizations. Barbara and her family enjoy an active lifestyle including boating, hiking, kayaking and various other outdoor activities. 

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

Locations

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