Romesh Jayatileke

Romesh Jayatileke
Wealth Advisor Truist Bank

8200 Greensboro Dr

10th Floor,

McLean, VA 22102-3803

About me

Background

Romesh Jayatileke is a Wealth Advisor at Truist Bank in the Greater Washington, D.C. region. In his role, Romesh advises closely held business owners, corporate executives and families with generational wealth, to help them formulate and execute wealth and business succession plans based on a thorough understanding of their goals, objectives and values. Applying nearly twenty five years of experience in private wealth management, Romesh and his team of highly skilled wealth professionals help families and individuals solve complex financial matters. 

Prior to joining Truist, Romesh spent fourteen years at Wells Fargo Private Bank as a Private Wealth Advisor and Senior Wealth Strategist. His industry experience began as a Wealth Counselor for AMG National Trust, a boutique family office and national trust company.  

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

BA, Economics
Washington College

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

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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