Caitlin Borland

Caitlin Borland
Vice President Wealth Advisor Truist Bank

310 4th Street NE

Charlottesville, VA 22902

Caitlin.borland@truist.com

Phone (434) 422-9167

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About me

Background

Caitlin is a Vice President and Wealth Advisor at Truist Bank. She brings over 12 years of financial services experience to her current role, having worked in New York at J.P. Morgan prior to joining the Truist team. Caitlin focuses on providing a comprehensive wealth management experience, taking a team approach that brings together specialists in investments, financial planning, risk management, trust services, estate strategies and credit advisory.

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 in Commerce - Business Administration
The University of Alabama 2005 2009
Bachelor of Arts in French
The University of Alabama 2005 2009

Personal Interests

Caitlin and her husband, Matthew, have been married since 2014 and have two children, Caroline and Andrew. In 2020, after 11 years in New York, they traded the city for the Virginia countryside. It was important to be closer to family and find a welcoming community where they could start the next chapter of their lives. Outside of work, Caitlin enjoys running, tennis, supporting the local community and spending time with family. Her passion for financial literacy and relationship management drives her purpose as a Wealth Advisor.

Specialties

  • 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.

Locations

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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

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