Delores Rapoport

Delores E. Rapoport
Wealth Advisor Truist Bank

303 Peachtree St NE

Atlanta, GA 30308-3200

About me

Background

I offer clients more than 15 years of financial services, retirement planning, and investment management experience, and hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.
As part of the Medical Specialty Group, I work with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in his market. Together, we develop holistic financial plans that meets our clients’ short- and long-term goals.

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. Marketing Management
Long Island University

Personal Interests

I’m a native of New York City and earned a degree in marketing management from Long Island University. I’m actively involved with Junior Achievement, Open Hands Atlanta, and Habitat for Humanity.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

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