Tabitha Concepcion

Tabitha J. Concepcion, CFP®, CEPA
Vice President Wealth Advisor Truist Bank

1414 Raleigh Road

Suite 130,

Chapel Hill, NC 27517

Tabitha.Concepcion@Truist.com

Phone 919-294-0196

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About me

Background

Tabitha Concepcion is Vice President and Wealth Advisor for Truist Bank. She holds the CERTIFIED FINANCIAL PLANNER® designation and serves as a trusted advisor to build and implement tailored financial plans. Tabitha provides customized solutions to help establish well-being through planning. Her strengths of business development and gift of putting herself in the client's shoes complements her distinct ability of consolidating and simplifying obstacles into clear, measurable, and actionable steps for long term security.

Tabitha’s personal mission is to provide resources to “Live Life on Your Own Terms.” Tabitha states, “You are your greatest asset, and the capacity to create is limitless. The key to unlock your dreams and vision lies in your financial independence, freedom, and security in taking care of yourself and what matters most to you.”

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

Master of Business Administration
Southern New Hampshire University
Master of Human Services, Marriage and Family Therapy
Liberty University
Bachelor of Arts
Pensacola
Financial Planning Certificate
New York University

Personal Interests

Tabitha views her community involvement as a catalyst to empower others. Tabitha leads grassroots women’s initiatives to create organic networks for women’s wellness, bringing a singular platform for education and connection.

Her hobbies include raising dairy goats and travel and night photography.

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

  • 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 needs of business-owners

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Locations

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