Tabitha Concepcion

Background

About Tabitha Concepcion

Tabitha Joy Concepcion is Vice President and Wealth Advisor for Truist Wealth. Holding the designation of CERTIFIED FINANCIAL PLANNER™, Tabitha serves as a trusted advisor to build and implement tailored financial plans. Tabitha provides customized solutions to help establish success and to help preserve security through planning. Her strengths of business development and gift of putting herself in the client’s shoes complements her distinct ability of consolidating and simplifying obstacles into clear, measurable, and actionable steps to help achieve long term security. Tabitha’s personal mission is to provide resources to “Live Life on Your Own Terms.” Tabitha states, “You are your greatest asset, and the capacity to create is limitless. The key to unlock your dreams and vision lies in your financial independence, freedom, and security in taking care of yourself and what matters most to you.” Tabitha views her career and community involvement as a catalyst to empower others. Tabitha leads grassroots women’s initiatives to create organic networks for women’s wellness, bringing a singular platform for education and connection. Tabitha holds a Masters in Counseling, Human Services, and Therapy from LU and a Masters of Business Administration from SNHU. Tabitha also earned the Financial Planning Certification from NYU. Tabitha’s community involvement includes : Board of Trustees Durham Arts Council, Children with Leukemia, S.H.I.N.E. athletic programs for children, T.H.R.I.V.E. Women Helping Women, and W.E. Rise women’s connection. Tabitha’s awards include the National Society of Leadership, Who’s Who of America’s Colleges and Universities, and Purpose Ambassador. Her hobbies include raising dwarf dairy goats and travel photography. Tabitha’s mantra is best said by Ruth Bader Ginsburg: “Whatever you choose to do, leave tracks. That means don’t do it just for yourself. You will want to leave the world a little better for your having lived.”