Bern Glasser

Bern Glasser
Vice President Wealth Advisor Truist Bank

150 W Main St

Suite 1400,

Norfolk, VA 23510-1609

About me

Background

Bern Glasser is a Wealth Advisor with Truist Bank. 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 enjoys giving back to the community through organizations whose missions aim to improve the quality of life for residents of Hampton Roads, VA, such as Hampton Roads Community Foundation, Downtown Norfolk Council (Downtown 100), and CIVIC Leadership Institute. In Bern’s down time, he enjoys traveling, and automotive experiences. 

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

To
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