Teresa Colling

Teresa B. Colling, CFP®
Regional Director Truist Bank

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

About me

Background

I offer more than 30 years of financial services industry experience, the majority in wealth management.

Investment Adviser Representative, Truist Advisory Services, Inc. Registered Representative, Truist Investment Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Florida State University 1984 1988

Personal Interests

Rollins College, Crummer School of Business- Board of Overseers
Winter Park High School Foundation, Trustee

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.

  • 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

  • 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.

  • 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

To
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