Heather Winslow-Walker

Heather Winslow-Walker
Senior Vice President Director of Center for Family Legacy Truist Bank
Center for Family Legacy

150 South Warner Rd

King of Prussia, PA 19406

Heather.Winslow-Walker@truist.com

Phone 610-263-0530

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About me

Background

Heather Winslow-Walker is a Director of Governance within Truist Wealth’s Center for Family Legacy. In this role, she focuses on helping families plan the vision for their wealth and take practical steps to enact that strategy. Heather has extensive experience facilitating family meetings while creating a safe environment to help families communicate and plan; educating family members on wealth literacy topics; and developing family members for future roles and responsibilities.

Heather has worked in the financial industry for the past twenty-five years in a variety of roles including education, leadership, and employee relations. Prior to joining Truist, Heather served as a Senior Family Legacy Strategist at Vanguard where she founded the family legacy program working with complex Ultra High Net Worth clients. Heather is a graduate of the University of Pittsburgh with a B.S. in psychology. In addition, she earned an MBA and M.Ed. from Pennsylvania State University. As a lifelong learner, Heather is a professional life coach and a certified family legacy specialist with a concentration in the topic of aging. Heather is a sought-out speaker at organizations such as the Family Office Exchange.

Heather resides in Philadelphia with her husband and two sons and enjoys creative pursuits in her free time.

Specialties

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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