Background
Annie Diekema joined Truist in 2020 as an associate within the investment management team. She focused on designing and managing investment strategies tailored to clients’ long-term goals, while also guiding financial planning. As a Wealth Advisor Associate, Annie works closely with our planning team to provide comprehensive financial planning, retirement planning, estate considerations, and risk management for her clients. Annie has a bachelor’s degree from Florida State University and an MBA from Belmont University.
Annie is passionate about providing financial education to the next generation and helping clients navigate complex financial decisions, ultimately achieving clarity in their finances.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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