Catrina Crowe

Senior Vice President Senior Wealth Strategist Truist Bank

919 East Main Street

Richmond, VA 23219

catrina.crowe@truist.com

804-782-7573

Get directions

See all locations

About me

Background

Catrina is a Wealth Strategist with Truist Wealth, based in the Richmond, Virginia office. She offers clients more than fifteen years of financial and estate planning experience. In her current role, she consults with clients and their families on a wide variety of wealth management topics, including financial planning, estate and tax planning, trust administration, philanthropy, retirement, cash flow, risk management and investments. Catrina prides herself on her close relationships with clients and their families, as well as her ability to provide thoughtful discussion and analysis so that clients can make informed decisions to help achieve their financial goals and define their legacies.

Prior to joining Truist in 2022, she spent five years with Wells Fargo Private Bank as a Senior Wealth Planning Strategist, and prior to that, she was Special Trusts and Estates Counsel at Proskauer Rose LLP in the firm’s south Florida office, focusing on estate, gift and income tax planning, as well as complex estate and trust administration.

Catrina has B.A. degrees, cum laude, in Religion and Political Science from the University of Florida, where she was elected to Phi Beta Kappa. She earned her J.D., cum laude, from Syracuse University College of Law, and her LL.M. in Taxation from the University of Florida.

Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Education

Religion and Political Science, B.A

University of Florida 2005

J.D.

Syracuse University College of Law 2008

Taxation, LL.M.

University of Florida 2009

Personal Interests

Catrina lives in Richmond, Virginia with her husband, Phillip, and daughters, Georgia and Violet. In her spare time, she volunteers with the Junior League of Richmond, the Peter Paul Development Center and the Richmond Performing Arts Alliance. She also enjoys cooking, traveling and college football.

Specialties

Financial planning

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

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Fiduciary

Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Financial education