Directory

>

Amanda Harms Ctfa Cfp

avatar

Amanda Harms Ctfa Cfp

Fiduciary Team Lead GA & TN, Senior Vice President | Truist Wealth

Atlanta, Georgia, United States

View contact details (it's free)

Amanda Harms Ctfa Cfp

Summary

Amanda Harms is a dedicated Fiduciary Team Lead at Truist Wealth, specializing in delivering fiduciary advice and solutions for high net worth individuals. With a strong background in financial planning and estate management, she has a proven track record of enhancing business growth while ensuring compliance with fiduciary regulations. Amanda's passion lies in simplifying complex financial concepts for families, helping them achieve their wealth transfer and philanthropic objectives. She holds both CFP® and CTFA designations, showcasing her commitment to excellence in her field. Her leadership experience spans multiple roles at Truist, where she has consistently demonstrated her ability to build and manage high-performing teams. Amanda is not only focused on financial strategies but also on fostering long-term relationships with her clients. Her contributions to the industry have been recognized with awards such as the Trust Associate Achievement Award. Beyond her professional endeavors, she is a strong advocate for financial literacy and community engagement.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Amanda Harms Ctfa Cfp

Work Experience

company logo

Fiduciary Team Lead GA & TN, Senior Vice President at

Truist Wealth

November 2023 - Present

company logo

Fiduciary Team Lead, Senior Vice President at

Truist Wealth

April 2023 - November 2023

company logo

Senior Trust Advisor, Senior Vice President at

Truist Wealth

April 2022 - April 2023

company logo

Trust Advisor, Senior Vice President at

Truist Wealth

March 2021 - April 2022

company logo

Region Trust Advisor, First Vice President at

SunTrust

October 2014 - March 2021

company logo

Financial Planning Strategist, Vice President at

BB&T

August 2007 - September 2014

company logo

Estate Settlement Services Associate at

Wells Fargo

May 2004 - August 2007

company logo

Trust Intern at

National City Bank

May 2003 - August 2003

Logos provided by Logo.dev

Amanda Harms Ctfa Cfp

Education

Frequently Asked Questions about Amanda Harms Ctfa Cfp

What is Amanda Harms Ctfa Cfp email address?

Amanda Harms Ctfa Cfp's primary email address is ************@truist.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Amanda Harms Ctfa Cfp work for?

Amanda Harms Ctfa Cfp is a Fiduciary Team Lead GA & TN, Senior Vice President at Truist Wealth, a company specializing in Functions related to depository banking.

Where Amanda Harms Ctfa Cfp graduated from?

Amanda Harms Ctfa Cfp holds a degree in Major In Trust & Investment Management; Minor In Financial Planning from Campbell University.

How can I directly contact Amanda Harms Ctfa Cfp?

To contact Amanda Harms Ctfa Cfp directly, you can use the email address ************@truist.com. Complete contact information is available upon registration with Muraena.

Who is Amanda Harms Ctfa Cfp?

Amanda Harms is a dedicated Fiduciary Team Lead at Truist Wealth, specializing in delivering fiduciary advice and solutions for high net worth individuals. With a strong background in financial planning and estate management, she has a proven track record of enhancing business growth while ensuring compliance with fiduciary regulations. Amanda's passion lies in simplifying complex financial concepts for families, helping them achieve their wealth transfer and philanthropic objectives. She holds both CFP® and CTFA designations, showcasing her commitment to excellence in her field. Her leadership experience spans multiple roles at Truist, where she has consistently demonstrated her ability to build and manage high-performing teams. Amanda is not only focused on financial strategies but also on fostering long-term relationships with her clients. Her contributions to the industry have been recognized with awards such as the Trust Associate Achievement Award. Beyond her professional endeavors, she is a strong advocate for financial literacy and community engagement.

Amanda`s contact details

mail

************@truist.com

******@bbandt.com

Colleagues

Paul Collins

Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth

avatar
Frank Fiore

Managing Director, Financial Advisor

avatar
George Boss

Managing Director, Financial Advisor

avatar
Bill Sonnett Cfp

Vice President

avatar
Glenda Burkett

Senior Vice President / Wealth Advisor

avatar
Cfp Brooke West Crc

Managing Director, Financial Advisor, Private Client Group of Truist Investment Services, Inc.

avatar
Steve Holloman

-Managing Director, Senior Wealth Advisor, Truist Wealth

Steven Tinkler

Wealth Fiduciary Managing Director

avatar
Richard Kurlantzick

Vice President, Financial Advisor

avatar
Susan Seitter

Vice President, Regional Supervisor at Truist Investment Services, Inc.

View Contact details (it's free)
Request Profile Removal