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Colin Pelletier

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Colin Pelletier

Vp, Wealth Planning Strategist | Truist

Raleigh, North Carolina, United States

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Colin Pelletier

Summary

Colin Pelletier is a seasoned financial professional with over 15 years of experience in wealth planning and financial strategy. Currently serving as the VP, Wealth Planning Strategist at BB&T Wealth, Colin specializes in comprehensive financial planning that aligns with clients' unique goals. His consultative approach emphasizes investment management, risk management, and estate planning. Colin's career began at Wachovia Bank, where he honed his skills as a Trust Associate, and he later advanced to an AVP position at BB&T Wealth Management. A graduate of Campbell University, he holds a BBA in Trust and Investment Management. Colin is known for his ability to engage with senior corporate executives and small business owners, making complex financial concepts accessible. He is passionate about helping clients navigate their financial journeys effectively.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Colin Pelletier

Work Experience

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Vp, Wealth Planning Strategist at

Bb And T Wealth

June 2008 - Present

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Vp, Wealth Planning Strategist at

Truist

June 2008 - Present

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Avp, Wealth Planning Analyst at

Bb And T Wealth

June 2005 - May 2008

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Trust Associate at

Wachovia Bank

January 2004 - December 2004

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Trust Associate at

Wachovia Bank

January 2004 - December 2004

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Colin Pelletier

Education

Campbell University, Lundy-Fetterman School of Business, Bachelor Of Business Administration (Bba)

January 1970 - January 1970

Frequently Asked Questions about Colin Pelletier

What company does Colin Pelletier work for?

Colin Pelletier is a Vp, Wealth Planning Strategist at Truist, a company specializing in Functions related to depository banking.

Where Colin Pelletier graduated from?

Colin Pelletier holds a degree in Trust And Investment Management With A Minor In Financial Planning from Campbell University, Lundy-Fetterman School of Business.

Who is Colin Pelletier?

Colin Pelletier is a seasoned financial professional with over 15 years of experience in wealth planning and financial strategy. Currently serving as the VP, Wealth Planning Strategist at BB&T Wealth, Colin specializes in comprehensive financial planning that aligns with clients' unique goals. His consultative approach emphasizes investment management, risk management, and estate planning. Colin's career began at Wachovia Bank, where he honed his skills as a Trust Associate, and he later advanced to an AVP position at BB&T Wealth Management. A graduate of Campbell University, he holds a BBA in Trust and Investment Management. Colin is known for his ability to engage with senior corporate executives and small business owners, making complex financial concepts accessible. He is passionate about helping clients navigate their financial journeys effectively.

Colin`s contact details

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