Wendy F. Inge
Wealth Advisor
Truist Bank
Wealth Advisor
Truist Bank
919 E Main St,
Richmond, VA 23219-0005
About me
Background
I’m a Wealth Advisor with the Legal Specialty Group of Truist Bank, working with a team of experts whose focus is to bring comprehensive and highly customized commercial banking solutions and personal financial solutions to successful attorneys and firms in her market. I advise 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.
I advise on the development and implementation of investment strategies to help my clients meet 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. I also consult on risk management, retirement planning, and other critical financial strategies, including retirement plans and succession planning.
Prior to joining the bank, I worked in the professional liability insurance industry for twenty 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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Education
Juris Doctor
University of Richmond Law
1987
1989
Bachelor of Science
Virginia Tech
1982
1986
Personal interests
A native of Richmond, VA, I received my J.D. from the University of Richmond, T.C. Williams School of Law in 1989 and subsequently earned the professional designation of licensed attorney. I maintain 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, my husband, Tim, and I enjoy VA Tech football, trips to Maine, and time at “the rivah” in Urbanna, VA.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Risk management
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.
Business management and planning
Top-notch service delivery and support for the private banking needs of business-owners
Solutions for law firms
Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms
Solutions for attorneys
Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys
Locations
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