Jenna Yingling
Senior Vice President
Wealth Advisor
Truist Bank
101 N 3rd Street
Suite 300,
Wilmington, NC 28401-4034
About me
Background
Education
Personal Interests
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 needs of business-owners
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
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
Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership
Educating family members with significant wealth to confidently manage their financial lives
Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time
Recommended Resources
Economic Commentary Warsh is New Fed Chair – What will change and what won’t
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Market Pulse S&P 500 posts longest weekly advance since 2024
Market views heading into the week highlight what we're watching and important news ahead.
Economic Commentary First back-to-back monthly job gains in a year
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.