Anne Lamb

Anne F. Lamb, CFP®
Executive Vice President Wealth 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 Wealth Division Director for Truist Financial Corporation. She co-leads the Wealth Advisor line of business and oversees the Truist Center for Family Legacy. In this role, she is responsible for driving the growth and profitability of regions spanning Greater Washington, Maryland, Virginia, Pennsylvania, New York, New Jersey, Chicago, Ohio, Kentucky, Tennessee, and Georgia.

Since stepping into this role in 2019, Lamb has significantly expanded her leadership responsibilities—from overseeing Virginia, Washington, D.C., and Maryland to her current multi region scope. She brings more than 30 years of financial services experience, including 18 years with Truist and its predecessor firm.

Lamb is passionate about giving back to her community, particularly in support of youth sports and advancements in Type 1 diabetes. She is actively involved with organizations including United Way, JDRF, and Beyond Type One, and has served on the boards of Greenville Little League and The Campagna Center in Alexandria. She is also a past board chair of Greenville Little Theatre.

She earned her bachelor’s degree in mathematics from the University of Georgia, holds the Certified Financial Planner (CFP®) designation, and maintains Series 7, 24, and 66 licenses. She has also completed additional industry coursework, including Banking School at Wake Forest University.
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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

Passionate about community involvement, Anne actively supports organizations focused on youth sports and Type 1 diabetes advocacy.

Outside of work, Lamb enjoys spending time outdoors—running, walking, and playing tennis. She resides in Arlington, Virginia, 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 needs of business-owners

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Locations

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