Debra Pollock, CTFA, CFP® in

Debra Pollock, CTFA, CFP®

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Senior Vice President and Senior Wealth Advisor at Truist Wealth
📍 Richmond, Virginia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
32 Years
Current Role
Senior Vice President and Senior Wealth Advisor
Job Level
Leadership
Location
Richmond, Virginia, United States
Personality Overview

How Debra shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Debra cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2025
Senior Vice President and Senior Wealth Advisor
Truist Wealth
2-2021 - 2-2025
Senior Vice President, Wealth Advisor
Truist
7-2012 - 2-2021
Senior Vice President and Client Advisor
SunTrust Bank
10-2007 - 6-2012
Financial Advisor
Ameriprise Financial Services, LLC
8-2003 - 8-2007
Vice President, Private Banking
Associated Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1988 - 1992
B.S.
Miami University
1985 - 1988
Education details unavailable
Portage Turner High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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