Beth Robillard

Beth L. Robillard, CFP®
Advice & Planning Strategist

101 Arch St

15th Floor,

Boston, MA 02110-1103

About me

Background

Beth Robillard is an advice and planning strategist with Truist Wealth, offering clients more than 20 years of objective and holistic wealth planning experience. Her background includes experience in retirement planning, executive services, tax planning, insurance strategies, philanthropic structures, business succession and estate planning. She assists individuals, executives, and business owners in executing and monitoring customized and comprehensive multi-generational wealth plans. By understanding her clients’ objectives, she works with a team of specialists to deliver appropriate wealth planning strategies that accomplish her clients’ goals, objectives, and wishes for their legacy. 

Education

Bachelor of Science in Accounting & Finance
Nichols College 2002
Masters of Science in Personal Financial Planning
Bentley University (formerly Bentley College) 2004

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.

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

  • 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

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

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