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Carroll Swenson

Carroll D. Swenson
Senior Vice President Wealth Regional Managing Director

919 E Main St

8th Floor,

Richmond, VA 23219-0005

Carroll.Swenson@Truist.com

Phone 804-819-6863

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About me

Background

Carroll Swenson is a Regional Managing Director with Truist Wealth offering clients more than 38 years of Wealth Management and Leadership experience. He leads a team throughout Greater Virginia and currently resides in Richmond, Virginia.

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.S in Business Administration
Wake Forest University 1979 1983
George Washington University
MBA International Business 1992 1995

Personal Interests

Carroll has served on many boards in the Richmond area, including: The Richmond Symphony, The Richmond Forum, Homeward, The Cystic Fibrosis Foundation, The Maymont Foundation, The Greater Richmond Partnership and The Management Round Table.

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 and/or wealth needs of business owners.

Locations

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