Kimberly Wade

Kimberly Wade , CFP®, CTFA
Senior Vice President Trust Advisor Truist Bank

303 Peachtree St

Atlanta, GA 30308

kimberly.h.wade@truist.com

Phone 404-827-6992

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About me

Background

Kim is a Senior Vice President and Region Trust Advisor with Truist Wealth.  She offers more than 25 years of experience in Wealth Management and Trust Administration.  In her role, Kim partners with Wealth Advisors, Investment Strategists and Financial Planners, to assist high net worth individuals and families with trust and estate planning.

Kim is a graduate of Florida State University with a Bachelor of Science degree.  She also graduation from Cannon Trust School and the ABA Graduate Trust School. 

Kim earned her CERTIFIED FINANCIAL PLANNER designation in 2008 and also holds the Certified Trust and Fiduciary Advisor (CTFA) designation.  

Education

Bachelor of Science
Florida State University

Personal Interests

Kim is a member of the Atlanta Estate Planning Counsel.

In her free time Kim enjoys volunteering to help homeless animals, running, hiking and spending time with her family.

Specialties

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Locations

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