Andrew Braumann

Andrew M. Braumann, CFP®
Wealth Advisor Truist Bank

4020 University Dr

Fairfax, VA 22030-6802

About me

Background

Andrew Braumann is a Wealth Advisor with Truist Bank offering more than 30 years of banking and trust experience. He helps his clients take a comprehensive, strategic approach to financial planning throughout all stages of the financial lifecycle. He understands the importance of an in-depth financial needs assessment and in partnership with Truist specialists in banking, strategic credit, risk management, and trust and estate planning, he develops recommendations tailored to his clients’ needs, priorities and preferences.

Andrew holds his CERTIFIED FINANCIAL PLANNER™ professional designation.

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

M.B.A. - Finance
The George Washington University 1990

Personal Interests

Andrew earned his MBA in finance from George Washington University and is a member of the board of directors for two not-for-profit organizations in the Metro DC area.

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

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