Veruschka Halligan

Veruschka Halligan, CFP®
Wealth Advisor Truist Bank

3322 West End Ave

Nashville, TN 37203-1217

About me

Background

Veruschka Halligan is a Vice President and Wealth Advisor with the Truist Wealth Medical Specialty Group. She offers clients more than 20 years of financial services experience, including comprehensive wealth management using a team approach that brings together specialists in investments, financial planning, lending, insurance and estate strategies.

As a member of the Medical Specialty Group, Veruschka specializes in advising physicians and healthcare executives on their sophisticated and often complex needs. She works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in her market. Together they develop a holistic financial plan that helps address their clients' short and long-term goals. Veruschka takes the time to listen to her clients, gains an understanding of the critical aspects of their financial life so that she can assess the interaction of multiple objectives and the far reaching implication they can have on each other. These strategies are supported by highly attentive service and coordination of resources.

Veruschka has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

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 Degree in Business Administration with a concentration in Finance
The University of Central Florida 1993
Executive Program in Financial Planning
University of Georgia, Terry College of Business 2018

Personal Interests

Veruschka is a graduate of the University of Central Florida with a Bachelor of Science degree in Business Administration with concentration in Finance. She's also completed the Executive Program in Financial Planning at the Terry College of Business at the University of Georgia. She lives in Nashville with her husband and daughter and their Cavalier King Charles Spaniel. She enjoys cooking, entertaining, and music. 

Veruschka is active in the community with her volunteer efforts supporting Safe Haven Family Shelter and the Monroe Carell Jr. Children's Hospital. She has served on the Auction Committees for the Ensworth School and the American Heart Association. Additionally, she's volunteered and served on the following committees: the Patrons Party for the Antique and Garden Show, the Nashville Ballet Ball, the American Heart Association Heart Gala and Schermerhorn Symphony Ball.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

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