Tanya Battle

Tanya E. Battle
Vice President Wealth Advisor Truist Bank

919 E Main St

8th Floor,

Richmond, VA 23219-0005

About me

Background

As a Wealth Advisor with Truist Bank, Tanya and her team provide exceptional personalized service to her clients and their families. With more than 30 years of financial services experience, she has learned the value of truly listening to her clients and providing them with the solutions they need to help address  their financial goals. She currently maintains her Series 7, 66 securities registrations and life and health licenses.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Tanya is an immediate past co-chair of the BB&T African American Affinity Business Resource Group/Truist BOLD BRG. During the past 11 years, she has worked alongside her colleagues to provide financial wellness education to women’s groups, nonprofit organization members and university students. She serves on the board of directors of the Metropolitan Business League and the Richmond SPCA. She has served with many charitable organizations, including Junior Achievement, The American Heart Walk, The Richmond Food Bank, ChildSavers, Housing Families First, and Community Transformers Foundation.

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.

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