Sunil Setia

Sunil K. Setia
Wealth Advisor Truist Bank

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

About me

Background

I’m a Wealth Advisor with Truist Wealth, offering clients more than 30 years of comprehensive wealth management experience. As a part of the Legal Specialty Group, I work with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and law firms. Together, we develop holistic financial plans that meets our clients’ short- and long-term goals.

I take the time to understand the critical aspects of a client’s financial life so that I 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

Accomplishments

Platinum Performance Excellence Award
SunTrust 2017
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    The Truist Gold Performance Excellence 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, our Performance Promise, and revenue.