Brenda Seligmann

Brenda Newman Seligmann
Managing Director Wealth Advisor Truist Bank

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

About me

Background

Brenda is a Wealth Advisor with Truist Bank, offering clients more than 35 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

Bachelor of Science Industrial Relations
University of North Carolina, Chapel Hill 1980 1983

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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

To
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