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Bern Glasser

Bern Glasser
Vice President Wealth Advisor Truist Bank

150 W Main St

Suite 1400,

Norfolk, VA 23510-1609

Bern.Glasser@Truist.com

Phone 757-624-5429

Fax 757-616-0679

Get directions

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About me

Background

Bern Glasser is a Wealth Advisor with Truist Investment Services, Inc. He offers clients more than 10 years of financial services, retirement planning, and investment management experience. 

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

Bachelors Degree
Guilford College 2011

Personal Interests

Bern is active in various civic and non-profit organizations whose missions aim to improve the quality of life for residents of Hampton Roads, VA. He serves as Chair-Elect of Downtown Norfolk Council’s Downtown 100 civic group, is a Community Leadership Partner at the Hampton Roads Community Foundation, co-founded a charitable giving circle called NADIV which provides scholarships and playground equipment for local children, and an active alumni of the CIVIC Leadership Institute Executive Program (Class of 2022).

Specialties

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

  • 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

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