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Steve Wilson

Steve Wilson
Senior Vice President Investment Manager

434 Fayetteville St

4th Floor,

Raleigh, NC 27601-1741

sswilson@truist.com

Phone 919-716-6209

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About me

Background

Steve Wilson is an Investment Manager serving the Triangle Region and Eastern regions of North Carolina for Truist Wealth. He is responsible for development of customized investment strategies, including asset allocation and security selection, as well as regular portfolio supervision and periodic performance reviews with clients. Steve has been serving investment management clients for over 30 years, working as fiduciary asset management, brokerage advisory, and venture funding.

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

Education

Economics
The University of Arizona 1978 1982

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Sterling Performance Award
BB&T now Truist 2018
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

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