Sunil Setia

Sunil K. Setia
Senior Vice President Legal Wealth Advisor Truist Bank

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

Sunil.Setia@Truist.com

Phone 202-879-6391

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About me

Background

Sunil Setia is a Wealth Advisor with Truist Bank, offering clients more than 30 years of comprehensive wealth management experience. As a part of the Legal Specialty Group, he works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and law firms. Together, they develop holistic financial plans that address their clients’ short- and long-term goals.

Sunil takes the time to understand the critical aspects of a client’s financial life so he can assess the interaction of multiple objectives and the far-reaching implications they can have on each other.

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

B.S. in Marketing
George Mason University

Specialties

  • 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

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

Locations

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