Amy Zachery

Amy Zachery
Premier Banker

4009 Five Forks Trickum Rd SW

Lilburn, GA 30047-2351

About me

Background

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.

Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

Amy is a mother of four children and four fur babies. She lives and works in Gwinnett County and loves spending time with the outreach program at her church.

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

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles