Douglas Dalmedo

Douglas J. Dalmedo
Senior Vice President Wealth Advisor Truist Bank

50 Hudson Yards

69th Floor,

New York, NY 10001-2180

About me

Background

Douglas J. Dalmedo is Wealth Advisor at Truist Wealth, with over 30 years of wealth management experience.  Douglas serves as a point of contact for client relationships and leads a dedicated team of specialists in providing clients with the highest level of advice, service and support throughout the wealth management and planning process.

Our team collaborates with wealthy families, family offices, business owners, and non-profit clients to develop, implement and monitor bespoke and comprehensive wealth management solutions. Our team of specialists leverages the resources of a national institution with the goal of providing our clients and their families access to the full array of products and services offered through Truist Bank, Truist Investment Services and Truist Advisory Services.

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.A. in History and Economics
Binghamton University 1992

Personal Interests

When not spending time with clients, Doug enjoys spending time with family, cooking as well as any outdoor activity including hiking, biking, travelling, golf or any activity that incorporates all of the above.  He has spent volunteer time with the Big Brother organization and more recently spends volunteer time with the Backpack Crew in Red Bank NJ, whose mission is to help fight childhood hunger in communities in need.  

Doug has been a member of the Estate Planning Council of NYC and is presently working towards obtaining the CFP designation.  

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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