Rajeev Dhillon

Rajeev Dhillon
Wealth Advisor Truist Bank

711 5th Ave

New York, NY 10022-3101

About me

Background

I am a Wealth Advisor with Truist Wealth, offering clients 19 years of financial industry experience – more than 12 of them providing comprehensive wealth management experience with a team approach that brings together specialists in investments, financial
planning, credit, and estate strategies. 

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

My prior experience includes time with Global Capital Strategies (RIA), JP Morgan Private Bank, Emirates NBD, Deutsche Bank, and Goldman Sachs.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

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

To
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