Erik Tozzi

Erik Tozzi
Wealth Advisor Truist Bank

711 5th Ave

6th Floor,

New York, NY 10022-3101

About me

Background

Erik Tozzi is Wealth Advisor with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, credit, estate planning, philanthropy, and family governance. He works closely with owners of family businesses—particularly those with real estate holdings—as well as families with cross-border issues, endeavoring to use the full resources of Truist to address their complex needs 

Erik holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but by his highly attentive service and coordination of resources. He takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.

Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Master's of Business Administration
Columbia Business School 1999 2000
Bachelor of Arts
University of Pennsylvania 1987 1991

Personal Interests

A native of New York City, Erik  earned a B.A. in European history, magna cum laude, from the University of Pennsylvania and his MBA from Columbia University. 
Erik serves on the board of the Wethersfield Foundation, which maintains a country estate in Dutchess County, New York, with responsibilities that include cultivating strategic relationships with nonprofits in the arts.

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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