Breanna Raue

Breanna Raue, CTFA
Senior Vice President Trust Advisor Truist Bank

214 North Tryon St

33rd Floor,

Charlotte, NC 28202

breanna.raue@truist.com

Phone 704-526-4422

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About me

Background

Breanna Raue is a Trust Advisor serving clients across the Triad and Charlotte. She provides thoughtful wealth management advice, trust and account administration, and solutions for fiduciary, charitable, financial and wealth transfer planning. She works in partnership with investment, wealth planners, and CPAs to understand client objectives, provide tailored guidance and ensure wealth management goals are fulfilled.

Education

B.S., Business Administration
Elon University 2007

Personal Interests

Breanna enjoys spending time with family, boating, and attending car shows.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

Locations

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