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Chris Voegelin, CFP®
Vice President Wealth Advisor Truist Bank

919 E Main St

8th Floor,

Richmond, VA 23219-0005

chris.voegelin@truist.com

Phone 804-782-5602

Fax 804-225-9671

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About me

Background

Chris Voegelin is a Wealth Advisor with Truist Bank. He offers clients more than 10 years of financial services, retirement planning, and wealth management experience. His passion is to help clients build and maintain wealth through a comprehensive, team approach to financial, investment and estate planning.

Chris is a native of Toronto, Canada and has resided in Richmond, VA since 2001. He is a member of the Estate Planning Council of Richmond and serves of the Board of Management for the Manchester YMCA. Chris also volunteers his time with Boy Scout Troop 2862 in Chesterfield, VA. In his spare time, Chris enjoys mountain biking, camping and traveling.

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 Business Administration
University of Richmond 2013

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

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

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