Podcast series I’ve Been Meaning to Do That: From Purpose to Action

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Episodes

Oscarlyn Elder and her guests explore ways you can learn about financial planning and balancing your portfolio with your purpose. These lively discussions address different topics, including how to keep supporting what you value—even in retirement, how to find out if your investments are environmentally sound, getting the best returns while adhering to your values, and the intrinsic rewards of values-based investing.

Leadership Episode 36: Monica Wooden’s journey: A leadership story

Learn how one entrepreneur beat the odds, grew a company, and created a philanthropic legacy.

Monica Wooden discusses her co-founding of a tech company during the dot-com bust, how she grew and then sold the company, and her philanthropic philosophy.
11/03/2025
Article
11/03/2025
Podcast 36: Monica Wooden’s Journey: A Leadership Story

Leadership Episode 36: Monica Wooden’s journey: A leadership story

Learn how one entrepreneur beat the odds, grew a company, and created a philanthropic legacy.

Podcast 36: Monica Wooden’s Journey: A Leadership Story

Monica Wooden discusses her co-founding of a tech company during the dot-com bust, how she grew and then sold the company, and her philanthropic philosophy.
Monica Wooden discusses her co-founding of a tech company during the dot-com bust, how she grew and then sold the company, and her philanthropic philosophy.
11/03/2025
Article
11/03/2025
Podcast 36: Monica Wooden’s Journey: A Leadership Story

Financial Planning Episode 35: The impact of divorce on family wealth

Learn how a trusted financial advisor can play a key support role during a divorce.

Oscarlyn Elder and guests discuss the financial and emotional impacts of divorce, and the support role that a wealth advisor can play in the process.
10/06/2025
Article
10/06/2025
27 minutes
Podcast: The impact of divorce on family wealth

Financial Planning Episode 35: The impact of divorce on family wealth

Learn how a trusted financial advisor can play a key support role during a divorce.

Podcast: The impact of divorce on family wealth

Oscarlyn Elder and guests discuss the financial and emotional impacts of divorce, and the support role that a wealth advisor can play in the process.
Oscarlyn Elder and guests discuss the financial and emotional impacts of divorce, and the support role that a wealth advisor can play in the process.
10/06/2025
Article
10/06/2025
27 minutes
Podcast: The impact of divorce on family wealth

Risk Management Episode 34: Protecting wealth, privacy in a connected world

Learn expert tips for defending yourself and your loved ones from hackers who target wealthy people.

Oscarlyn Elder and guest Charlotte Edwards discuss how hackers target wealthy individuals, and offer tips for defending yourself online.
09/08/2025
Article
09/08/2025
Episode 34: Digital security: Protecting wealth and privacy in a connected world

Risk Management Episode 34: Protecting wealth, privacy in a connected world

Learn expert tips for defending yourself and your loved ones from hackers who target wealthy people.

Episode 34: Digital security: Protecting wealth and privacy in a connected world

Oscarlyn Elder and guest Charlotte Edwards discuss how hackers target wealthy individuals, and offer tips for defending yourself online.
Oscarlyn Elder and guest Charlotte Edwards discuss how hackers target wealthy individuals, and offer tips for defending yourself online.
09/08/2025
Article
09/08/2025
Episode 34: Digital security: Protecting wealth and privacy in a connected world

Leadership Episode 33: Is an executive coach right for you?

Find out how coaching can improve your own leadership skills and benefit your organization.

Oscarlyn Elder and guests discuss how executive coaching can benefit leaders at all levels and at many kinds of organizations.
08/11/2025
Article
08/11/2025
Episode 33: Is an executive coach right for you?

Leadership Episode 33: Is an executive coach right for you?

Find out how coaching can improve your own leadership skills and benefit your organization.

Episode 33: Is an executive coach right for you?

Oscarlyn Elder and guests discuss how executive coaching can benefit leaders at all levels and at many kinds of organizations.
Oscarlyn Elder and guests discuss how executive coaching can benefit leaders at all levels and at many kinds of organizations.
08/11/2025
Article
08/11/2025
Episode 33: Is an executive coach right for you?

Financial Planning Episode 32: Legal and financial planning for long-term care

Help ensure comfort in your later years with thorough planning now.

Oscarlyn Elder and guests discuss how following the necessary legal and financial longevity-planning steps helps ensure comfort in your later years.
07/07/2025
Article
07/07/2025
Episode 32: Essential legal and financial planning for long-term care

Financial Planning Episode 32: Legal and financial planning for long-term care

Help ensure comfort in your later years with thorough planning now.

Episode 32: Essential legal and financial planning for long-term care

Oscarlyn Elder and guests discuss how following the necessary legal and financial longevity-planning steps helps ensure comfort in your later years.
Oscarlyn Elder and guests discuss how following the necessary legal and financial longevity-planning steps helps ensure comfort in your later years.
07/07/2025
Article
07/07/2025
Episode 32: Essential legal and financial planning for long-term care

Investing & Retirement Episode 31: Navigating long-term care conversations with compassion

Conversations you have with family now can have a big impact on the quality of your future long-term care.

Oscarlyn Elder and guests discuss the importance of communicating your wishes for long-term care planning, and how to have conversations that will be effective for all involved.
06/09/2025
Article
06/09/2025
Episode 31: Navigating long-term care conversations with compassion

Investing & Retirement Episode 31: Navigating long-term care conversations with compassion

Conversations you have with family now can have a big impact on the quality of your future long-term care.

Episode 31: Navigating long-term care conversations with compassion

Oscarlyn Elder and guests discuss the importance of communicating your wishes for long-term care planning, and how to have conversations that will be effective for all involved.
Oscarlyn Elder and guests discuss the importance of communicating your wishes for long-term care planning, and how to have conversations that will be effective for all involved.
06/09/2025
Article
06/09/2025
Episode 31: Navigating long-term care conversations with compassion
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    Meet our host

    Oscarlyn Elder, CFA, CAIA

    Head of Investment Management, Truist Advisory Services, Inc.

    With more than 25 years in financial services—and over two decades focused on wealth and investment management—Oscarlyn brings deep expertise and strategic vision to her role as Head of Investment Management at Truist Bank.

    The Investment Management Group is comprised of approximately 100 investment professionals who are dedicated to helping high net worth and ultra-high net worth clients achieve their long-term financial goals. Under her leadership, the group delivers tailored portfolio strategies that reflect deep market insight and an unwavering commitment to client outcomes.

    Prior to her current role, Oscarlyn served as Co-Chief Investment Officer for Truist Advisory Services, where she shaped the investment offering and led the evolution of Truist Wealth’s Alternative Investments platform. She also focused on elevating advisor and client engagement efforts.

    Oscarlyn’s experience spans equity and portfolio analysis, direct portfolio management for high-net-worth and ultra-high-net-worth clients, and leadership of client-facing investment teams. Her work continues to influence how Truist delivers investment excellence across its wealth platform.

    13 things we’ve been meaning to tell you about Oscarlyn Elder

    The impact of purpose

    Purple Paper

    Living your purpose can help you stay on track with your financial plan. Our Truist Purple PaperSM tells you why.

    Get our Purple Paper
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