Beth Tanner

Beth Tanner
Premier Banker

2015 Wards Road

Lynchburg, VA 24502

beth.tanner@truist.com

Phone 434-329-6070

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About me

Background

I am a Premier Banker with Truist servicing the Lynchburg Market offering over 35 years of experience in the Banking Industry. As a Premier Banker, I specialize in holistic Financial Planning. My purpose is to empower individuals and families to help achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while providing an exceptional experience now and into the future.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

School of Banking
University of Virginia

Personal interests

When not at work, I enjoy spending time with my husband on our family’s Bedford County beef cattle farm and chasing around my many grandchildren. Outdoor activities are a passion as is my focus on land preservation and conservation efforts.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

Locations

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

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