Steve Everett

Steve Everett
Senior Vice President Senior Trust Advisor Truist Bank

4300 TBC Way

Palm Beach Gardens, FL 33410

Steve.everett@truist.com

Phone 561-253-8301

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About me

Background

Steve is a specialist in trust administration and estate planning.  Originally from upstate New York, Steve began his career at JPMorgan Private Bank in Rochester and moved to Florida 3 years ago to take a role at PNC Private Bank.  Steve works closely with Truist Wealth Advisors to serve clients' planning and fiduciary needs.

Education

Bachelor’s in Business Administration/ Pre-Law SUNY Brockport
Ohio Northern University

Personal Interests

Steve and his wife Margie, spend time in both Florida and New York, and are excited to usher their only child off to college in South Carolina this fall.  When not serving Truist clients, Steve can be found coaching and playing baseball, golfing, and enjoying the beach.

Steve earned his Bachelor’s degree from the State University of New York at Brockport and his Juris Doctor from Ohio Northern University.

My personal interests are boating, snorkeling, playing, and watching sports.

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; 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

Locations

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