Caitlin Borland

Caitlin S. Borland
Vice President Wealth Advisor Truist Bank

310 4th St NE

Suite 100,

Charlottesville, VA 22902-5266

Caitlin.borland@truist.com

Phone 434-422-9167

Fax 434-293-8131

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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

  • 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

  • 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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