Dennis Springer, CFP®

Managing Director Senior Wealth Advisor Truist Bank

Background

Dennis Springer is a Senior Wealth Advisor at Truist Wealth in the Greater Philadelphia market. In his role, Dennis advises closely held business owners, corporate executives, and wealthy families to help them formulate and execute wealth and business succession plans based on a thorough understanding of their goals, objectives, and values. Applying 25 plus years of experience in private wealth management, Dennis and his team of highly skilled wealth professionals help families and individuals solve complex financial matters. Dennis worked at Bank of America’s Private Bank for nearly 7-years as a Private Client Advisor and Senior Wealth Strategist helping to customize wealth strategies for ultra-high-net-worth clients out of the Philadelphia office in the areas of retirement planning, executive planning, tax planning, insurance strategies, philanthropic structures, business succession, and estate planning. Prior to that, Dennis was a Senior Wealth Strategist at Wells Fargo and predecessor banks serving ultra-high-net-worth individuals in executing and monitoring customized and comprehensive multi-generational wealth plans, wealth planning, and business succession needs. Early in his career, Dennis worked at Arthur Andersen and PricewaterhouseCoopers in public accounting helping high net worth and ultra-high net worth clients with their individual, trust, gift, and estate compliance and tax consulting matters. He has been in the financial and tax planning industry since 1999.*