400 S Park Ave
Suite 200,
Winter Park, FL 32789-4307
Teresa Colling is a Regional Managing Director, Senior Vice President for Truist Bank. She leads a team of Wealth Advisors for the Central FL Region for Truist Wealth.
Teresa has been in this position since October 2012 and has 30 years of experience as both an advisor and a leader in the Wealth Management business in Central FL. She holds her investment and insurance licenses, as well as the Series 24 Supervisory license, and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2007. She is passionate about the business and serving clients with exceptional service, purpose-driven advice, and holds herself and her team to a high standard of excellence.
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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