GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Tabitha Concepcion
Tabitha Concepcion is Vice President and Wealth Advisor for Truist Bank. She holds the CERTIFIED FINANCIAL PLANNER™ designation and serves as a trusted advisor to build and implement tailored financial plans. Tabitha provides customized solutions to...
ABOUT TABITHA
Tabitha Concepcion is Vice President and Wealth Advisor for Truist Bank. She holds the CERTIFIED FINANCIAL PLANNER™ designation and serves as a trusted advisor to build and implement tailored financial plans. Tabitha provides customized solutions to establish success and 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 for 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.”