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Karen Wallis

Karen Wallis
Senior Vice President Wealth Advisor Truist Bank

4020 University Dr

2nd Floor,

Fairfax, VA 22030-6802

Karen.Wallis@Truist.com

Phone 703-279-4994

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About me

Background

As a wealth advisor, Karen Wallis provides support for high-net-worth families, individuals, and business owners who have more complex financial needs. She’s dedicated her 30-year career as a banker and advisor to help create improved financial outcomes. Her fundamental role is to be an advocate, to understand her clients’ ongoing needs and concerns, and coordinate the resources of the bank to address those concerns. Her Wealth clients have access to her team of credentialed specialists and they work together to deliver tailored recommendations based on needs, priorities, and preferences. Her goal is to help her clients build confidence in their financial decisions and predictability in their future. 

Areas of focus in Karen’s practice include coordinating financial and retirement planning, business transition, investment management, trust and estate planning, and management of family risk with insurance strategies as well as lending and mortgage.

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

B.S. Finance and Insurance
Radford University 1987
University of Virginia School of Banking 2003

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.

Locations

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