Deneen Morgia

Deneen Morgia, CFP®
Wealth Advisor Truist Bank

5355 Town Center Rd

Boca Raton, FL 33486-1001

Deneen.Morgia@Truist.com

Phone 5613623542

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About me

Background

I am a 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 our 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™ (CFP®) designation, I work with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and firms in our market. Together, we develop a holistic financial plan that help meet our clients’ short- and long-term goals – and our team of experts and solutions will evolve to address new challenges and opportunities. 

I hold myself accountable for recommending strategies with my clients’ requirements 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.

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

I am a graduate of the University of Miami and active in the South Palm Beach County Bar Association, ACG South Florida, and FAWL of South Palm Beach.

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

Locations

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