Cindy Nofi

Cindy Nofi
Wealth Advisor Truist Bank

2520 Northwinds Pkwy

Suite 400,

Alpharetta, GA 30009-2200

About me

Background

Cindy Nofi is a Wealth Advisor with Truist Bank, with over 30 years of broad commercial, corporate, and personal financial services experience. She serves a select number of high-net-worth families on investment policy and asset allocation, tax, financial planning and estate strategies, private banking, and business succession planning.

Cindy holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.

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

BBA Finance & Marketing
Southern Methodist University 1980 1984

Personal Interests

Cindy is active in the community and currently serves on the Board of Directors for the Atlanta Ronald McDonald House Charities. She is also the Treasurer for Legatus of North Georgia and The Mustard Tree Foundation. Cindi and her husband, Mark, have 2 adult children and reside in Roswell, Georgia.

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

  • 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 and/or wealth needs of business owners.

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