Susan Rosenberg

Susan L. Rosenberg
Vice President Senior Trust Advisor

5350 Town Center Rd

Suite 200,

Boca Raton, FL 33433

Susan.Rosenberg@Truist.com

Phone 561-362-3637

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About me

Background

Susan is a Senior Trust Advisor with Truist Wealth in Palm Beach County Florida, offering clients more than twenty years of experience in both trust and estates law and the financial services industry. Susan strives to bring her experience to provide you and your loved ones with creative and effective generational wealth preservation strategies. As an attorney, she has drafted wills, trusts of all types, philanthropic solutions, LLCs and more, in order to provide her clients with tax and asset preservation strategies*. Susan also represented individuals in court for probate, trust, and legal matters. 

In Truist’s Private Wealth Management Department, the client teams surround you with a team of specialists to assist you with carrying out your legacy by serving as your trustee, helping to protect assets, solid investment management, giving you strategic tax advice*, and providing financial planning advice; all to preserve family bonds for generations to come.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Education

Juris Doctor Law Degree
Mitchell Hamline School of Law 1994

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Top-notch service delivery and support for the private banking needs of business-owners

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