Debra Pollock

Debra R. Pollock, CFP®, CTFA
Senior Vice President Senior Wealth Advisor Truist Bank

919 East Main St

8th Floor,

Richmond, VA 23219-0005

Debra.R.Pollock@Truist.com

Phone 804-782-7161

Fax 804-225-9671

Get directions

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About me

Background

Debra Pollock is a Senior Vice President and Senior Wealth Advisor for Truist Bank. Debra started in the financial services industry over 30 years ago. She offers clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, risk management, trust services, credit advisory, and estate strategies. Debra has earned the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER®) and CTFA (Certified Trust and Financial Advisor). She is a native of Wisconsin and is a graduate of Miami University in Oxford, Ohio. Debra is active in community involvement and is a member of the Financial Planning Association. 

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 Marketing
Miami University

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.

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

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

Accomplishments

Top 100 Women Financial Advisors*
Barron's 2023

Locations

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