Bern Glasser

Bern Glasser
Vice President Wealth Advisor Truist Bank

150 W Main St

14th Floor,

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
Southeastern Trust School Diploma
Campbell University Southeastern Trust School
Bank Operations Diploma
Center for Financial Training & Education Alliance
General Banking Diploma
Center for Financial Training & Education Alliance

Personal Interests

An active advocate for the Hampton Roads region, Bern is deeply committed to regional development and civic engagement. He proudly supports local organizations working to elevate the quality of life across Hampton Roads, including the Hampton Roads Community Foundation and the CIVIC Leadership Institute (Class of 2022). Outside of the office, Bern enjoys competitive amateur auto racing, an avocation that demands precision, split-second decision-making, and disciplined risk management.

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.

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

Locations

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