Deneen Morgia

Deneen Morgia
Senior Vice President Legal Wealth Advisor Truist Bank

1 Town Center Rd

Suite 200,

Boca Raton, FL 33486-1002

About me

Background

Deneen Morgia is a Legal Wealth Advisor with Truist Bank, offering clients more than 30 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. Truist Bank is committed to meeting the needs of clients by building and continually strengthening long-term relationships, and by offering comprehensive wealth management capabilities to meet their sophisticated and often complex situations. 
 
As a part of the Legal Specialty Group, and having earned the CERTIFIED FINANCIAL PLANNER™ designation, Deneen works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and firms. Together, they develop a holistic financial plan that helps address clients’ short- and long-term goals. 

Deneen holds herself accountable for recommending strategies with her clients’ requirements in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to, learn about and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impacts of their multiple objectives.

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 in Business Administration
University of Miami 1990

Personal Interests

Deneen is an active member of South Palm Beach County Bar Association, Florida Association of Female Attorneys (FAWL) South Palm Beach County Chapter, and the Boca Raton Chamber of Commerce. She is a supporter of Collaborative Law of South Palm Beach County and Broward Legal Aid. 

Specialties

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

  • 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

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

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

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

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