Andrew Lenart

Andrew A. Lenart
Wealth Advisor Truist Bank

Pelican Bay

801 Laurel Oak Dr,

Naples, FL 34108-2180

Andrew.Lenart@Truist.com

Phone 239-598-0324

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About me

Background

Andrew Lenart is a Senior Vice President and Wealth Advisor with Truist Bank, with over 15 years of comprehensive wealth management and Private Banking experience. He offers clients a team approach that brings together specialists in financial planning, investment management, credit, and estate planning strategies.

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

B.S.B.A Finance
Shippensburg University 1988

Personal Interests

Andrew has been a Naples resident for over 20 years, enjoying the warm sunny beaches, golf courses and wonderful restaurants with family and friends. He's served on different church boards, and volunteers within the community. He has been married for 30 years and enjoys time with their adult children whenever possible.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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