Katie Giles

Katie Giles
Wealth Advisor Truist Bank

375 S Front St

New Bern, NC 28560-2133

About me

Background

  I’m a Vice President and Wealth Advisor, offering clients more than 15 years of financial services, retirement planning, and investment management experience, serving as a relationship manager and advocate for affluent clients and their families in Eastern North Carolina.

I partner with a broad array of specialists, who work together to deliver personalized and tailored solutions that address my clients’ specific banking, strategic credit, investment, insurance, and trust and estate planning needs. One of the best ways that I’m able to help my clients establish economic success and financial security is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a roadmap that increases their likelihood of achieving their long-term financial goals.

I joined Truist’s predecessor firm, BB&T, in 2005 through its Leadership Development program. I maintain my Series 7 and 66 securities registrations and several insurance licenses, and am a member of the Nationwide Mortgage Licensing System (NMLS #431043).  

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

Masters of Business Administration
Liberty University 2011
Bachelor of Arts in Sociology
University of Virginia 2001
Leadership Development Program
BB&T 2005

Personal Interests

I serve as the secretary of the board of directors for the CarolinaEast Foundation and as a member of the New Bern Area Chamber of Commerce board of directors. I am also active in and serve as the treasurer of the board of directors for the PTA at A.H. Bangert Elementary School, which is the school that my two daughters, Ainsley and Kennedy, attend. They, along with my husband, Eric, and I live in New Bern, NC.

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

  • 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.

Accomplishments

Sterling Performance Award
BB&T 2015
20 Under 40 Award
New Bern Sun Journal 2018
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