Benjamin White

Benjamin S. White, CFP®
Vice President Advice & Planning Analyst

2320 Cascade Pointe Blvd

Suite 500,

Charlotte, NC 28208-6700

About me

Background

Benjamin White is an Advice & Planning Analyst with Truist Wealth.

Education

Business Administration
Winthrop University 2007
Certificate Financial Planning
Wake Forest University 2013

Specialties

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

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

To
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