Trevor Thornton

Trevor F Thornton, CFP®, CTFA
Senior Vice President Wealth Strategist Truist Bank

919 E Main St. 8th Floor

Richmond, VA 23219

trevor.thornton@truist.com

Phone 804-782-7281

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About me

Background

Trevor F. Thornton is a Wealth Strategist with Truist Wealth, where he specializes in creating and delivering advanced financial planning strategies for high-net-worth clients and families. In his role, Trevor partners closely with Wealth Advisors and internal specialists  to enhance the overall planning experience and help clients navigate complex financial, tax, legacy, estate, business, and wealth transfer planning matters.

Trevor’s work focuses on helping clients clarify their goals, evaluate planning opportunities, and make informed decisions that support long-term financial success. He brings a comprehensive planning perspective to client relationships, integrating technical knowledge with practical advice across areas such as income tax planning, investment planning, retirement planning, estate planning, insurance, business planning, and fiduciary considerations. He also works collaboratively with attorneys, accountants, and other centers of influence to help deliver coordinated advice.

Trevor has spent his entire career with Truist and offers nearly 10 years of wealth management experience. Prior to becoming a Wealth Strategist, he worked in trust administration, where he collaborated with Wealth teams to onboard and support some of Truist’s most sophisticated client relationships. That experience provided him with a strong grounding in fiduciary administration, relationship management, planning integration, and the complexities that often accompany multigenerational wealth.

In addition to his client-facing work, Trevor contributes to the broader Advice and Planning Group through collaboration, thought leadership, and support of teammates across Truist Wealth. He is committed to maintaining current knowledge of planning trends and delivering thoughtful, practical guidance that helps clients take action with confidence.

Education

B.B.A
Trust and Wealth Management
Minor in Financial Planning
Campbell University 2018
Master of Business Administration
Campbell University 2019

Personal Interests

Outside of work, Trevor serves as a Deacon in his church and values time spent with family and in the outdoors. He enjoys reading, hiking, mountain biking, and music. Originally from Raleigh, NC, Trevor remains a loyal Carolina Hurricanes fan. On weekends, he can often be found exploring the trails of Richmond and beyond with his wife and children.

Specialties

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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