Adam Canevazzi

Adam P. Canevazzi
Senior Vice President Wealth Advisor Truist Bank

5 Church Cir

2nd Floor,

Annapolis, MD 21401-1926

About me

Background

As a Wealth Advisor, Adam has always remained passionate about helping others define and work towards accomplishing the financial goals they have set for themselves and their families. Employing the mantra “Do all things with love,” he truly cares and believes in a “listen first” approach that allows him to build a team that works with his clients and himself to achieve success.

Adam possesses a wide array of experience in the financial industry. Throughout his career he has focused on advising his clients in the areas of personal banking, investments, risk management, strategic credit, and estate planning.

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

Bachelor of Science
High Point University 2004

Personal Interests

Adam lives in Annapolis, Maryland with his wife, Kristin, and their 3 children; Jacob (11), Lily (9), and Dean (7). He is an active member of his community and coaches travel soccer, basketball, and baseball with both Broadneck Area Youth Sports and the Cape St. Claire Recreation Council. Adam is also a member of Bay Area Community Church. He enjoys good music, travelling, attempting to play golf, all Massachusetts sports teams, and spending quality time with family and friends.

Specialties

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

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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