Dale Heely

Dale T. Heely
Vice President Wealth Advisor Truist Bank

948 Laskin Road

Suite 300,

Virginia Beach, VA 23451

Dale.heely@truist.com

Phone 757-417-4930

Fax 757-417-4949

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About me

Background

Dale Heely is a Wealth Advisor with Truist Bank located in Virginia Beach, Virginia. Dale works as part of a team to help address high-net worth clients’ comprehensive wealth management needs. Dale has worked to customize banking and financial planning strategies for clients’ individual circumstances for over 25 years. He and his team are focused on financial planning, lending, investment management, wealth transfer, business succession and philanthropic strategies.

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 Degree – Business Management
Virginia Tech 1995 1999

Personal Interests

Dale and his wife, Elizabeth, reside in Virginia Beach, Virginia where they are raising their two children. Dale is a native of the Pacific Northwest who relocated to the Coastal Virginia region 30 years ago. Dale and Family enjoy serving the community especially in the arts and youth sporting activities. 

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

Locations

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