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Valerie Vander Molen

Valerie R.L. Vander Molen
Wealth Advisor Truist Bank

515 King St

Suite 200,

Alexandria, VA 22314-3103

Valerie.VanderMolen@Truist.com

Phone 301-785-5807

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About me

Background

I’m a Wealth Advisor and Senior Vice President with Truist Bank, acting as the principal advisor and primary point of contact for her relationships. I advise individuals and families around complex financial issues and empower them as they work to achieve financial independence. My unique and in-depth discovery process, along with an ability to create an environment of collaboration, enhances the overall client experience and shapes the quality of my advice. I offer clients more than 20 years of comprehensive wealth management experience and lead a team of specialists in investments, financial planning, credit, risk management, and estate strategies.

My passion, purpose, and sense of responsibility define me as an advisor and drive the quality of my practice. I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

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

Double Degree in Finance and Marketing
University of Maryland, College Park 1997 2001

Personal Interests

I earned a bachelor’s in business and management, with a double degree in finance and marketing, from the Robert H. Smith School of Business at the University of Maryland.

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

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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