Amanda Mounts
Virtual Premier Advisor 1
Virtual Premier Advisor 1
214 North Tryon Street, Floor 46
Charlotte, NC 28202
About me
Background
I am a Virtual Premier Advisor with Truist, supporting clients through personalized banking and financial solutions tailored to their individual goals. I bring nine years of experience in the financial services industry.
In my role, I partner closely with clients to help them navigate everyday banking needs, credit strategies and investment opportunities through a holistic approach. I work to understand each client’s full financial picture so I can help in providing relevant solutions that support both short-term priorities and long-term objectives.
My goal is to assist in simplifying complex financial decisions and help to provide a consistent experience that helps clients feel confident, informed, and supported at every stage of their financial journey.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal interests
Outside of work, I enjoy spending quality time with family and friends, staying active, and traveling. My favorite ways to unwind include strategy-based games, discovering new cuisines, and appreciating the small moments in life, like watching a beautiful sunset or a great TV show.
Specialties
Premier Banking
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Premier Risk Management
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Premier Financial Planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
