Amanda Harms

Amanda Harms, CFP®
Senior Vice President Fiduciary Team Lead Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

Amanda.harms@truist.com

Phone 404-724-3929

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About me

Background

Amanda is the Fiduciary Team Lead for the Atlanta market. In this role, Amanda leads a team of Reserve and Genspring Trust Advisors in delivering expert fiduciary advice and solutions. She is responsible for enhancing the growth and profitability of the fiduciary business segment while mitigating risk and adhering to all applicable compliance regulations or state laws governing fiduciary administration. 

Amanda has been with Truist since 2014 and brings nearly 20 years of experience in working with high-net-worth families. Prior to her current role, she served as a Senior Trust Advisor and Wealth Planning Strategist. Amanda is a member of the Atlanta Estate Planning Council and the Financial Planning Association (FPA) of Georgia, and an alumna of the Philanthropic Advisor Leadership Institute (PALI). She maintains the Certified Financial Planner (CFP®) and Certified Trust and Financial Advisor (CTFA) designations. 

Education

Master of Business Administration
Campbell University 2004
Bachelor of Business Administration, major in Trust Management, minor in Financial Planning
Campbell University 2004

Personal Interests

Amanda was recently selected by The Atlanta Women's Foundation to the 2022 Class of Inspire Atlanta. The Atlanta Women's Foundation is dedicated to improving the lives of women and girls in the 5 county Metro Atlanta area. Outside of work, Amanda enjoys spending time with her husband, son, and rescue dog, Tess. 

Specialties

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

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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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