Christina Hartfield, CFP®

Senior Vice President Wealth Advisor Truist Bank

400 Park Avenue S.

2nd Floor - Suite 200,

Winter Park, FL 32789

Christina.hartfield@truist.com

407-621-6247

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About me

Background

Christina Hartfield, CFP®, is a Senior Vice President and Wealth Advisor at Truist Wealth with more than 20 years of experience guiding business owners, entrepreneurs, families, and executives across Central Florida and beyond, with a specialized focus on helping clients navigate pivotal transitions such as selling a business, succession to the next generation, inheritance, or sudden liquidity events.

Christina began her career in 2004 with SunTrust, spending 14 years in both commercial banking and private wealth, where she developed experience in serving business owners, entrepreneurs, and ultra-high net worth families. She then spent eight years at two of the largest firms in the private wealth space, advising clients through complex transitions and multi generational planning. Now, with over two decades of experience across three of the industry’s most respected institutions, she has come full circle, returning to Truist, formerly SunTrust, with a perspective shaped by both depth and breadth of experience.

Her approach is consultative and holistic, leading a team of specialists to deliver integrated strategies that span investments, credit, retirement planning, trusts and estates, philanthropy, and taxes. Christina has a particular passion for helping clients align their financial decisions with their life goals, ensuring that both short term needs and long-term legacy plans are thoughtfully addressed. She has also built a reputation for empowering women, many experiencing financial independence for the first time, through financial literacy and planning that helps to instill financial well-being and clarity.

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, Marketing

The University of Central Florida

Master of Business Administration

The University of Maryland Global Campus

Personal Interests

Outside of her professional and community work, Christina is a devoted mother whose children range from kindergarten to a college graduate . She prioritizes health and wellness, enjoys personal development, and strives to read at least ten books each year, often in audio format, while balancing family, career, and self care. Through it all, she continues her mission of helping others achieve financial security and legacy success. I’m rooted in faith, family and philanthropy empowering first gen and women & children to create financial confidence. I enjoy learning to golf, watching my sons play football and travelling.

Christina is equally committed to community leadership. She serves on the boards of Women on the Rise and the Boys & Girls Club of Central Florida, chairs outreach for the Central Florida chapter of 100 Women Strong, and is a former board member of the African American Chamber of Commerce of Central Florida.

Specialties

Financial planning

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

Banking

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

Risk management

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.

Investment management

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

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

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Investment planning

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

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Business transition planning

Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

Not-for-profit endowment or foundation management

Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

Institutional investment management

Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

Indenture trustee