Amy Zachery is a Premier Banker with 17 years of financial services experience and is committed to Truist’s community bank model of inspiring and building better lives and communities by helping clients, teammates, and stakeholders achieve their goals. She empowers clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. In collaboration with a larger team, Amy takes the time to understand what’s important to her clients and their families, the financial resources they’ve worked hard to build, and then develops a plan that caters to their unique situation. Her daily goal is to put her clients first and build their trust through high-touch attention, in-depth conversations, and technology.
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
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