Alla Harvey
Premier Banker
2480 Dallas Hwy SW
Marietta, GA 30064-2546
About me
Background
Alla Harvey is a Premier Banker with over 20 years of financial services experience who chose to join Truist because its purpose of inspiring and building better lives and communities perfectly falls in line with her personal beliefs. Passionate about assisting families in building their financial confidence, she works with a team that helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. They make adjustments to the plan as life happens so they can help their clients navigate a smooth financial journey with an exceptional experience. Her daily goal is to put her 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
