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Virginia H. Morris
Wealth Advisor Truist Bank

285 Calumet Pkwy,

Trussville, AL 35173

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About me

Background

I’ve been a Wealth Advisor with Truist Wealth since 2011 and offer clients more than 23 years of banking, investment management, and wealth advisory experience. I’m passionate about working holistically with my clients to help them develop the best plan to achieve their goals. 

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 Finance Degree
Jacksonville State University

Personal interests

I reside in Trussville, AL, with my husband and very active twin sons. I’m passionate about volunteering and serve the community in numerous ways. I’ve been a Trussville Chamber of Commerce ambassador for many years, currently serve on the Trussville United Soccer Club board of directors, and am a team manager for the Trussville United competitive soccer team.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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