Anna Shepherd

Anna Shepherd
Assistant Vice President Wealth Business Advisor Truist Bank

214 N Tryon St

Charlotte, NC 28202

anna.shepherd@truist.com

Phone 704-620-7866

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About me

Background

Anna Shepherd is a Wealth Business Advisor with Truist Wealth based out of Charlotte, NC. She works specifically with high-net-worth business owners and their families to ensure their unique needs and goals are met, offering solutions and strategies in complex financial planning, investments, lending, trust, and estate planning.

Anna’s close partnership with wealth advisors and commercial bankers allows for a comprehensive experience for clients, where both their personal planning and business planning is coordinated by a team of experts that truly understands and prioritizes their goals. Anna enjoys getting to know the business owners that she works with and hearing their unique stories.

Prior to her role as a Wealth Business Advisor, Anna was a Strategic Client Group Associate, integrating Truist resources related to business transition, family governance, and family education to meet the needs of the bank’s most strategic clients and prospects across the Wholesale Bank. She is a graduate of the University of Florida and went through the competitive Truist Wealth Analyst program.

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

Bachelor of Business Administration
Warrington College of Business
Minors in Wealth Management, Real Estate
University of Florida 2023

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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