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Amanda Harms Ctfa Cfp
Amanda Harms Ctfa Cfp
Fiduciary Team Lead GA & TN, Senior Vice President | Truist Wealth
Atlanta, Georgia, United States
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.
Amanda Harms Ctfa Cfp
Work Experience
Fiduciary Team Lead GA & TN, Senior Vice President at
Truist Wealth
November 2023 - Present
Fiduciary Team Lead, Senior Vice President at
Truist Wealth
April 2023 - November 2023
Senior Trust Advisor, Senior Vice President at
Truist Wealth
April 2022 - April 2023
Trust Advisor, Senior Vice President at
Truist Wealth
March 2021 - April 2022
Region Trust Advisor, First Vice President at
SunTrust
October 2014 - March 2021
Financial Planning Strategist, Vice President at
BB&T
August 2007 - September 2014
Estate Settlement Services Associate at
Wells Fargo
May 2004 - August 2007
Trust Intern at
National City Bank
May 2003 - August 2003
Amanda Harms Ctfa Cfp
Education
Campbell University, Bba/Mba
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
************@truist.com
******@bbandt.com
Colleagues
Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth
Managing Director, Financial Advisor
Managing Director, Financial Advisor
Vice President
Senior Vice President / Wealth Advisor
Managing Director, Financial Advisor, Private Client Group of Truist Investment Services, Inc.
-Managing Director, Senior Wealth Advisor, Truist Wealth
Wealth Fiduciary Managing Director
Vice President, Financial Advisor
Vice President, Regional Supervisor at Truist Investment Services, Inc.