Amanda Harms

Amanda Harms, CFP®, CTFA
Senior Vice President Wealth Advisor 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 Harms is a Senior Vice President and Wealth Advisor serving the Georgia market for Truist Wealth. In this role, Amanda leads a team of highly credentialed specialists in providing customized advisory services to multi-generational families, business owners, executives, and family offices. Amanda recognizes that wealth management may feel daunting and confusing, and she has a passion for demystifying and simplifying wealth planning so that her clients feel confident in their decision-making. 

Amanda has spent her entire 20+ year career specializing in various facets of wealth management including trust management, estate settlement, wealth and business transition planning, wealth strategy, and leadership. Prior to her current role, she served as the Fiduciary Team Leader for the GA/TN/AL markets of Truist Wealth. 

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 PLANNERTM 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

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 needs of business-owners

Locations

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