Rachel Liquori

Rachel M. Liquori
Senior Vice President Private Banking Advisor Truist Bank

214 N Tyron St

29th Floor,

Charlotte, NC 28202

About me

Background

Rachel Liquori is a Private Banking Advisor with Truist Bank. She offers clients more than 24 years of financial services, retirement planning, and investment management experience. 

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

Banking
Wake Forest University 2013 2015

Personal Interests

Rachel is member of the National Charity League and active in the community. 

Specialties

  • 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

  • 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

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

  • 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.

Locations

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