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Anne Lamb

Anne F. Lamb, CFP®
Wealth Advisor Division Director Truist Bank

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

Anne.Lamb@Truist.com

Phone 202-478-4747

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About me

Background

Anne Lamb is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and the Wealth Advisor Division Director for the Mid-Atlantic region of Truist Bank. With over 24 years of financial services industry experience, including 14 with Truist and its predecessor firm, she’s responsible for leading the growth and profitability in the Virginia, Greater Washington, and Maryland regions.  

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

Mathematics
University of Georgia 1991 1995
Wake Forest Banking School 2013 2014

Personal Interests

Lamb earned a bachelor’s in mathematics from the University of Georgia, holds industry licenses, and attended the BB&T Banking School at Wake Forest. She’s actively involved in the United Way, JDRF, and Beyond Type One, has served on the board of Greenville Little League for six years, and is a past board member and chair for The Greenville Little Theatre. Lamb is currently on the board of the Campagna Center in Alexandria, VA. She resides in Arlington, VA with her husband, Bryan, and their two sons, Bennett and Charlie.

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

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

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

Locations

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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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