Caitlin Borland

Caitlin S. Borland
Vice President Wealth Advisor Truist Bank

310 4th St NE

Charlottesville, VA 22902-5266

About me

Background

Caitlin is a Vice President and Wealth Advisor at Truist. She brings over 10 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

B.Sc. in Commerce & Business Administration
The University of Alabama
Bachelor of Arts in French
The University of Alabama

Personal Interests

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

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

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

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