Lou Russo

Lou Russo
Senior Vice President Wealth Advisor Truist Bank

100 Overlook Ctr

2nd Floor,

Princeton, NJ 08540-7814

About me

Background

Lou is an experienced wealth advisor with 20 years in the financial industry, specializing in comprehensive financial services. He's demonstrated knowledge in credit and banking while collaborating with a dedicated team to deliver a holistic range of services, including financial planning, credit solutions, and family office services. He is committed to helping clients address their financial goals through strategic and personalized guidance.

The Truist Princeton location consists of two Wealth Advisors with over 45 years of combined experience with a focus on relationship management, investment management & strategic credit. Additional teammates also include an Investment Manager with over 25 years in asset and wealth management, an Advice & Planning Strategist with over 30 years of experience in estate and trust planning, a Fiduciary Advisor with over 25 years experience, and an experienced & attentive wealth service associate.

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

University of Nevada Las Vegas 1997

Specialties

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

  • 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

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

To
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