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Samantha Vassallo

Samantha M. Vassallo, CTFA
Wealth Advisor Truist Bank

1 Town Center Rd

Suite 200,

Boca Raton, FL 33486-1002

Samantha.Vassallo@Truist.com

Phone 561-362-3531

Fax 561-391-4205

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About me

Background

I’m a Wealth Advisor with Truist Wealth in the Boca Raton, FL, office, with 26 years of experience assisting senior executives and other affluent individuals with financial and wealth management services, including comprehensive financial and estate planning.

I manage the private wealth relationships of clients with the most complex investment, lending, and trust and estate needs, with the highest level of personal service, in the areas of banking, credit, trust and estate planning, and asset management. I find that being a client advocate and taking an exceptionally creative and customized approach allows me to develop a strong understanding and better achieve the goals of my clients’ financial, family, and philanthropic needs. 

I began my career at Deloitte & Touche LLP in New York as a tax manager in the Tri State Financial Counseling Services practice and passed the Certified Public Accountant (CPA) exam. I have worked with various clients in regard to charitable giving techniques and have experience in the areas of individual and fiduciary income taxation.

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

Bachelor of Science in Business Economics
State University of New York at Oneonta 1989 1993

Personal Interests

I’m very involved in the community, currently serving as a member of the board of directors of In the Pines, Inc., in Delray Beach. I’ve served as a past president of the Junior League of Boca Raton and a member of the League’s endowment board, on the board of directors of the Boca Raton Historical Society, as a member of the Florence Fuller Child Development Centers, and on the advisory board of the Palm Beach County Literacy Coalition.

In 2016, I was a community dancer for the George Snow Scholarship Fund’s Boca Ballroom Battle and am a graduate of the Boca Raton Chamber of Commerce’s 2009 Leadership Boca class. I was recognized by Soroptimist International in 2010 as an inaugural 40 under 40 Business Professional and in 2011 as a Women of Distinction Award recipient. In my free time, I enjoy traveling, boating, and spending time with family and friends. 

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

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

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

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