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Yvette Farrugia Polster

Yvette Farrugia Polster
Wealth Advisor Truist Bank

4707 Lee Hwy

Arlington, VA 22207-3406

Yvette.Farrugia@Truist.com

Phone 703-284-0528

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About me

Background

As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 17 years of financial services experience, I help my clients take a comprehensive and strategic approach to financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, I develop recommendations tailored to my clients’ needs, priorities and preferences.

I’m a member of the Nationwide Mortgage Licensing System (NMLS #420888).

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

Master of International Business Studies
University of South Carolina 2003
Master of Business Administration
Webster University 1998
Bachelor of Arts
Webster Vienna Private University 1997
Bachelor of Science
Webster Vienna Private University 1997

Personal Interests

I earned a B.A. in business administration and a B.S. in computer science from Webster Vienna Private University, an MIB from the University of South Carolina, and an MBA from Webster University.

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

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

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

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