Bethany Tanner

Bethany Tanner
Senior Vice President Wealth Advisor Truist Bank

100 Sawgrass Corners Drive

Ponte Vedra Beach, FL 32082

Bethany.tanner@truist.com

Phone 904-280-6300

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About me

Background

As a dedicated wealth advisor serving high and ultra-high-net-worth families, I bring a holistic approach to managing and addressing significant wealth needs across generations.  My practice combines advanced financial planning, disciplined investment management, and proactive risk mitigation with a deep commitment to family governance and education. 

I believe true wealth extends beyond balance sheets—it’s about values, purpose, and legacy.  My goal is to help families align their financial strategies with what matters most to them, ensuring that wealth becomes a bridge across generations rather than a wedge that divides.

I specialize in advising business owners navigating liquidity events, family transitions, and the complexities of managing both enterprise and personal wealth. I also work closely with multigenerational families and strengthen governance structures, foster transparency, and empower rising generations with knowledge and clarity to steward their inheritance responsibly. 

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

MBA
University of North Carolina - Chapel Hill
Bachelor of Business Administration
University of Georgia – Terry College of Business

Personal Interests

In my free time, I enjoy spending time with my family, attending horse shows, and supporting my daughters’ equestrian pursuits. I love to travel and explore new places.  I am also involved in my church and love teaching Sunday school.  

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.

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

  • 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

  • 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

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

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