ltai Tsur,
CFP®
Senior Vice President
Wealth Advisor
Truist Bank
Senior Vice President
Wealth Advisor
Truist Bank
303 Peachtree Street NE
15th Floor,
Atlanta , GA 30328
About me
Background
Itai Tsur, CFP® is a Wealth Advisor with Truist Wealth, where he helps individuals and families bring clarity and purpose to their financial lives. His work is guided by a belief that money, when aligned with values, can be one of life’s most powerful tools for impact—creating security, enabling opportunity, and leaving a lasting legacy.
With more than a decade of experience in wealth management, philanthropy, and financial planning—and nearly two decades of professional service to the Atlanta community—Itai takes a holistic approach that blends strategic thinking, empathy, and disciplined execution. His clients often include business owners, physicians, attorneys, entertainers, and real estate professionals—people whose success brings both opportunity and complexity. They value his ability to listen, simplify, and execute with precision, supported by a team of specialists across investments, trust and estate planning, credit, and philanthropy.
Before joining Truist, Itai served as a Senior Vice President and Private Client Advisor at Bank of America Private Bank (formerly U.S. Trust). Before that, Itai worked at the Jewish Federation of Greater Atlanta, where he helped transform its Planned Giving and Endowment department into Atlanta Jewish Foundation, serving as its first director. Earlier in his career, Itai practiced law in New York and Georgia.
Itai lives in Atlanta with his wife, three daughters, and many pets.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Master of Business Administration, MBA
Georgia State University Robinson College of Business
2012
Juris Doctor, J.D
Emory University School of Law
2002
Bachelor's Degree, B.A
The University of Texas at Austin
1996
Personal Interests
In his spare time, Itai enjoys daily exercise, cooking, playing stringed instruments, volunteering, and learning new things.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Banking
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
Philanthropy
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
