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Cheryl Carrington

Cheryl A. Carrington, CFP®
Senior Vice President Wealth Advisor Truist Bank

919 E Main St

8th Floor,

Richmond, VA 23219-0005

Cheryl.Carrington@truist.com

Phone 804-782-5231

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About me

Background

Cheryl Carrington is a wealth advisor and senior vice president with Truist, offering clients more than twenty years of financial services experience—including, most recently, as a senior wealth planning strategist. Her team approach brings together specialists in investments, financial planning, credit, philanthropy, estate strategies, and planning for privately held business owners. They coordinate resources to provide clients with attentive service and design and implement customized plans that can evolve to meet new challenges and opportunities. She takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.

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

Bachelor of Science - Finance and Management
University of Virginia

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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.

Locations

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