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Steven Dechiario

Steven Dechiario
Senior Vice President Regional Managing Director

101 Arch St

15th Floor,

Boston, MA 02110-1103

Steven.dechiario@truist.com

Phone 617-316-1306

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About me

Background

Steve Dechiario is a seasoned financial services veteran with over 20 years experience working with some of the most prominent law firms in Boston, New York and Philadelphia, including those in the AmLaw 50, and highly specialized firms outside the AmLaw. In addition to building relationships with attorneys and legal leaders, Steve has experience building and leading teams of financial services professionals with a goal to provide exceptional customer service and loyalty.

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

MBA - Finance
City University of New York 2010
Bachelors of Science
State University of New York at Stony Brook 2000

Personal Interests

Steve spends his free time with his family, traveling, engaging in his son’s school activities. Steve’s interests include meeting new people and cooking and lives in Charlestown, MA with his wife and son. 

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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

Locations

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