Christian Romeiser

Christian R. Romeiser
Senior Vice President Wealth Advisor Truist Bank

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

Christian Romeiser is a Senior Vice President and Wealth Advisor in the Charlotte office of Truist Bank. He works with successful entrepreneurs, executives, business owners and their families to provide wealth planning, investing, lending, tax, philanthropy and estate planning.

Making lasting connections is important to Christian as he strives to address his clients’ priorities and goals. Depending on the need he will link his clients to the broad resources and services within the Truist organization or introduce his clients to like-minded entrepreneurs and boards in the community. He works with his team of specialists to design customized, comprehensive wealth plans that help clients realize their unique visions.

Christian has more than 22 years of experience in the financial services industry. Prior to joining Truist, he worked as an Executive Director at J.P. Morgan Private Bank and Senior Vice President with Wells Fargo Private Bank since 2002. Before that he was an Analyst at FleetBoston.

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. Finance
Saint John Fisher College 2000

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

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

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

To
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