Ann Ruane

Ann Ruane, AWMA®, ChFC®
Senior Vice President Legal Wealth Advisor Truist Bank

4 Greenwich Office Park

Greenwich, CT 06831

ANN.RUANE@TRUIST.COM

Phone 203-769-2722

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About me

Background

Ann Ruane is a Wealth Advisor, ACCREDITED WEALTH ADVISOR™, ACCREDITED DOMESTIC PARTNER ADVISOR™ with 20+ years of experience helping to advise and guide high-performing individuals to reach their financial wealth goals and objectives. She and her team specialize in providing wealth management solutions and experiences to high-net-worth individuals and business owners. Ann's greatest strength is her attention to detail, care for clients, building a financial road map, and surrounding herself with best-in-class professionals to meet the client's needs.

As a Legal Wealth Advisor with Truist Wealth’s Legal Specialty Group, Ann is dedicated to working with Law Firms, Partners, and Emerging Partners. Ann is focused on creating a family office environment that allows for a collaborative dialogue with her clients, to uncover a wide variety of wealth issues that may need near or long-term attention to resolution.     

Ann has a deep understanding of the unique challenges and opportunities that face lawyers as they progress through their career from Associate to Senior Partner with a distinct eye on cash-flow modelling, portfolio construction, asset accumulation, preservation, and distribution.   

Her aim is to build long-term meaningful and trusted relationships with her clients and provide a best-in-class service experience.

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

Masters in Business Administration
The Lubin School of Business, NY
Bachelor's Degree
Marymount College/Fordham University, NY

Specialties

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

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