Background
Wendy Inge is a Wealth Advisor with the Legal Specialty Group of Truist, working with a team of specialists whose focus is to bring comprehensive and highly customized commercial banking solutions and personal financial solutions to successful attorneys and firms in her market. She advises clients in Richmond, Hampton Roads, and Central and Southwestern Virginia in the areas of commercial banking, risk management, financial services, retirement planning, and investment management.
Wendy advises on the development and implementation of investment strategies to help her clients address their short- and long-term goals, while following a disciplined process of assessing their financial situation to determine their risk tolerance, forming and executing an appropriate investment strategy, and performing regular portfolio rebalancing and reporting to obtain measurable results. She also consults on risk management, retirement planning, and other critical financial strategies, including retirement plans and succession planning.
Prior to joining the bank, she worked in the professional liability insurance industry for 20 years, focusing on liability insurance and risk management for law firms.
Registered Representative, Truist Investment Services, Inc., Investment Advisor Representative, Truist Advisory Services, Inc.
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Personal Interests
A native of Richmond, Virginia, Wendy received her J.D. from the University of Richmond, T.C. Williams School of Law in 1989 and subsequently earned the professional designation of licensed attorney. She maintains professional affiliations with the Virginia State Bar, the Virginia Bar Association, and the Virginia Trial Lawyers Association.
When not working with law firms and lawyers, Wendy and her husband, Tim, enjoy Virginia Tech football, trips to Maine, and time at “the rivah” in Urbanna, Virginia.
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