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Samantha Vassallo

Samantha M. Vassallo, CTFA
Managing Director Wealth Advisor Truist Bank

5350 Town Center Rd

2nd Floor,

Boca Raton, FL 33486

Samantha.Vassallo@Truist.com

Phone 561-362-3531

Fax 561-391-4205

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About me

Background

Samantha is a Wealth Advisor with Truist Wealth in the Boca Raton, FL office, with 29 years of experience assisting senior executives and other affluent individuals with financial and wealth management services, including comprehensive financial and estate planning.

Samantha manages the private wealth relationships of clients with the most complex investment, lending, and trust and estate needs.  She offers the highest level of personal service in the areas of banking, credit, trust and estate planning, and asset management. She finds that being a client advocate and taking an exceptionally creative and customized approach allows her to develop a strong understanding and help achieve the goals of her clients’ financial, family, and philanthropic needs.

Samantha began her 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.  She has worked with various clients in regard to charitable giving techniques and has experience in the areas of individual and fiduciary income taxation.

Samantha earned her Certified Trust and Fiduciary Advisor designation and is a graduate of the American Bankers Association Graduate Trust School. She has also been recognized by Barron's* as one of America's Top 100 Women Financial Advisors in 2023.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

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

Samantha is very involved in the community, currently serving as a member of the Board of Directors of In the Pines, Inc. and on the Board of Governors for the Delray Beach Club. She is also a member of the Professional Advisory Council for the George Snow Scholarship Fund.  Past Board Memberships include:  The Junior League of Boca Raton (President), the Junior League of Boca Raton Endowment Board, Boca Raton Historical Society, Florence Fuller Child Development Center, and the Palm Beach County Literacy Coalition Advisory Board.

Samantha is married and has a son and a daughter in college. In her free time, she enjoys 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.

Accomplishments

America's Top 100 Women Financial Advisors in 2023*
Barron's 2023
*Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. The award was presented in June 2023 and is based on the aforementioned criteria through the calendar year preceding the award date.

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About Our Process

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My name is Samantha Vassallo and I’m a Senior Wealth Advisor in Boca Raton, Florida. I started my career as a Tax Manager at Deloitte in New York City, focusing on assisting partners at large private equity firms with their IPO planning as well as providing comprehensive tax and estate planning advice. So, it was a natural transition for me to move into wealth management when I relocated to Boca Raton in 1999. Although many of my clients reside in South Florida, I have clients throughout the United States. I’m passionate about working with multi-generational families, and truly enjoy understanding the dynamics of each family I work with. Many of my clients have complex investment, credit, and trust needs, so my team and I offer our clients the highest level of personal service. I find that by being an advocate for my clients and taking an exceptionally creative and customized approach, I can better understand their purpose and can help them to achieve their financial, family, and philanthropic goals. I’m very involved in the community, and have sat on numerous non-profit boards, including serving as a past president of the Junior League of Boca Raton. When I’m not working with my clients, I enjoy traveling, boating, and spending time with family and friends. Working here at Truist allows me to do what I love, while helping clients plan for the people they love. If you think Truist Wealth can help your family, I look forward to hearing from you.

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