Tracy Richter

Tracy Richter, CFP®
Vice President Wealth Advisor Truist Bank

900 S Gay St

24th Floor,

Knoxville, TN 37902-1800

Tracy.Richter@Truist.com

Phone 865-766-8681

Fax 865-983-3401

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About me

Background

Tracy Richter is a Wealth Advisor with Truist Bank, offering clients more than 20 years of financial services, retirement planning, and investment management experience. She takes a holistic approach to a client's finances, helping ensure that all of the “moving parts” continue to work together toward their goals.

Tracy began her career in the trust department, where her passion for helping families establish an effective asset transition plan for generations to come was born.

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

Graduate School of Banking
University of Wisconsin - Madison 2012 2014
Bachelors
Judson University 2006 2008

Personal Interests

Active in her community, Tracy donates her time to many non-profit organizations and serves on the board of the Interfaith Health Clinic and Wings for Widows. When not working, Tracy and her husband, Mike, seek out adventure through hiking, biking, and traveling.

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

  • 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

Locations

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