Caroline Mitchell

Caroline B. Mitchell
Senior Vice President Trust Advisor Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

Caroline.Mitchell@Truist.com

Phone 713-265-6808

Fax 713-396-7008

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About me

Background

Caroline Mitchell is a Trust Advisor with Truist Bank, offering clients more than 30 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.

Caroline holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep knowledge of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.

Education

Bachelor of Science in Business Administration and Accounting
Washington & Lee University 1985 1989

Personal Interests

Caroline grew up in Houston and attended The Kinkaid School, where she currently serves on the board of directors. Additionally, she serves on the Washington & Lee University Williams School board of advisors. She is a sustaining member of The Junior League of Houston, Inc., Kappa Alpha Theta Alumnae Club, and National Charity League. 

Outside of work, Caroline enjoys spending time with her husband and three children.

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

  • 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 needs of business-owners

Locations

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