Julie Suggs

Julie Suggs, CTFA, FQRP
Wealth Advisor Truist Bank

232 Williamson Rd

Mooresville, NC 28117-6832

About me

Background

I’m a Wealth Advisor and Vice President with Truist Wealth, offering clients more than 35 years of financial services, retirement, planning, and investment management experience. I provide my clients with 360 degrees of service, guidance, and personalized solutions. We work together to create strategies, designed with their goals and an understanding of the impact of life events in mind, to help them grow, preserve, and protect their wealth. I then partner with them, their CPAs, and attorneys to implement these strategies.

My team and I work nationwide with Indy, IMSA, NASCAR, e-sports, individuals, teams, owners, and all others within the motorsports and sports and entertainment industries, often traveling cross country to meet with our clients and prospects at sports venues, etc.

I hold my Certified Trust and Fiduciary Advisor (CTFA) and Financial Paraplanner Qualified Professional™ (FPQP™) designations.

Personal Interests

I attended QVCC College, the American Institute of Banking, and the College of Financial Planning. I volunteer with the NASCAR Foundation and various other charitable organizations. My family and I have been involved in the racing community since the late 80s, and I enjoy helping at the track when my son, Brett, is racing his truck in the SE Super Truck Series. My husband, Dan, and I have four children.

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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • An agent designated to hold and safeguard assets (typically cash and/or securities) on behalf of one or multiple parties

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