Jenna Yingling

Jenna Yingling
Wealth Advisor Truist Bank

101 N 3rd St

Suite 300,

Wilmington, NC 28401-4034

About me

Background

Jenna Yingling is a Wealth Advisor with Truist Bank offering clients more than 15 years of financial services, financial planning, and investment oversight experience. Serving as a relationship manager and advocate for affluent clients and their families, Jenna utilizes an in-depth financial needs assessment and develops recommendations tailored to her clients’ needs, priorities and preferences. Recommendations are implemented in partnership with Truist specialists in investment and risk management, strategic credit and trust and estate planning.

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

Bachelor of Arts (Cum Laude) in International Relations
Bucknell University 2007

Personal Interests

Jenna lives in Wilmington, NC and enjoys time in her greenhouse, animal rescue and live music. She is active in the Whiteville Woman’s Civic League and is a member of Truist’s Business Resource Group, SERVE- Supporting Emergency Responders and Veterans Engagement.

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.

  • 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

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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