Alla Harvey
Premier Advisor
1331 Johnson Ferry Road
Marietta, GA 30068
About me
Background
I am a Premier Advisor with experience in financial services since 2006, and I chose to join Truist because its purpose of inspiring and building better lives and communities perfectly aligns with my personal beliefs. Passionate about helping families build their financial confidence, I help clients take a comprehensive, holistic, and strategic approach to financial planning, while helping to deliver customized solutions and providing active relationship and risk management. We make adjustments to the plan as life happens to help our clients navigate a smooth financial journey with an exceptional experience. My daily goal is to put my clients first and build their trust through high-touch attention, in-depth conversations, and technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
