Larissa Flom

Larissa Flom, CFP®
Senior Vice President Trust Advisor Truist Bank

50 Hudson Yards

69th Floor,

New York, NY 10001

Larissa.flom@truist.com

Phone (201) 310-0018

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About me

Background

As a Senior Vice President and Senior Trust Advisor with Truist Wealth in the New York office, Larissa provides trust and financial planning advice and administration for complex fiduciary accounts.

Larissa has over 25 years of extensive experience as well as the comprehensive background in developing and maintaining high-net-worth relationships and working with clients with sophisticated situations and multigenerational wealth. She works with clients to integrate fiduciary and investment knowledge into each client's custom wealth plan.

Prior to joining Truist, Larissa was a Senior Trust Officer at Wells Fargo Bank in the Northeast region as well as a Client Relationship Manager with MDE Group, an independent registered investment advisory firm in NJ. Her experience includes the work at KB Partners, a hedge fund company in Fort Lee NJ as a Trader of futures and foreign exchange.

Additionally, she is a CERTIFIED FINANCIAL PLANNER® professional.

Education

BA - Finance
Ramapo College of NJ

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

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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