Greg Richesin

Greg Richesin
Senior Vice President Legal Wealth Advisor Truist Bank

100 Crescent Court

Suite 1000,

Dallas, TX 75201

Greg.richesin@truist.com

Phone 214-969-5883

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About me

Background

Greg Richesin is a Senior Legal Wealth Advisor in the Legal Specialty Group. Greg offers clients more than 25 years of comprehensive wealth management experience. Since 2005, Greg’s practice has been dedicated specifically to serving the needs of law firms and attorneys. As a part of the Legal Specialty Group, he works with a team of experienced specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and law firms. The team includes specialists in investments, financial planning, credit, insurance and estate strategies. Together, they help develop a holistic financial plan that addresses their clients’ short and long-term goals.

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

BBA-Marketing
Augusta State University 1995

Personal Interests

Greg enjoys spending time with his family. His two children keep him busy playing multiple sports, soccer, volleyball, basketball and baseball. In his spare time, he enjoys riding his mountain bike and exercising.

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.

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

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

  • 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

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

Locations

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