Katherine Matthews

Katherine A. Matthews
Wealth Advisor Truist Bank

1405 N Main St

Fuquay Varina, NC 27526-9024

About me

Background

I’m a Wealth Advisor at Truist Wealth, where I have spent over 25 years serving my clients’ overall financial planning needs with banking, risk management, credit, and estate planning solutions and discussions.

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 Science
University of North Carolina at Greensboro 1996

Personal Interests

I completed the Southeastern Trust School at Campbell University. I’m a member of the Wake County Estate Planning Council and the Calvary Raleigh Church in Raleigh, NC, where I’m involved in children’s ministries. I am also active in the community at “With Love from Jesus” in Clayton, NC. During my free time, I enjoy traveling with my husband and two girls.

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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