Ben Yannuzzi

Ben P. Yannuzzi
Wealth Advisor Truist Bank

10500 Little Patuxent Pkwy

Suite 450,

Columbia, MD 21044-3505

About me

Background

I’m a Wealth Advisor with more than 10 years of banking and wealth management experience. I believe that the best financial advice and guidance comes from a true understanding of a client’s unique objectives and life priorities. 

Through financial planning, I help my clients identify and understand the right strategies for their unique goals, and explain how those strategies will impact them and their families now and in 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

BA
St. Mary's College 2004 2009
MA
Johns Hopkins University 2011 2013

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

  • 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

To
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