Tori Palen

Tori Palen
Wealth Advisor Truist Bank

2 W Washington St

Greenville, SC 29601-2735

About me

Background

Tori Palen is a Wealth Advisor with Truist Bank, specializing in comprehensive wealth management solutions. She has a passion for getting to know her clients and understanding their goals. To help her clients address those goals, she utilizes a team approach providing personalized solutions in financial planning, investment management, and risk management. 

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

Bachelor of Science in Financial Management
Clemson University 2020

Specialties

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

  • 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

To
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