Jeanne Rabe

Jeanne M. Rabe, CFA®, CFP®, CEPA
Senior Vice President Wealth Advisor Truist Bank

3318 W Friendly Ave

Suite 300,

Greensboro, NC 27410-4806

About me

Background

Jeanne Rabe is a Wealth Advisor with Truist Bank offering clients more than 30 years of experience in the financial services industry, including public accounting, investment portfolio management, and strategic financial and estate planning. Jeanne’s goal is to be the personal CFO for her clients, helping them move forward in their lives with more financial confidence. She develops unique recommendations for her clients utilizing a comprehensive and collaborative team approach, in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning. 

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
Eastern Michigan University 2000
BSBA
Bowling Green State University 1982

Personal Interests

Jeanne is a member of the Greensboro Chapter of the Society of Financial Service Professionals. She is married, has three grown children, and enjoys hiking and running.

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

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Sterling Performance Award
BB&T now Truist 2017
Sterling Performance Award
BB&T now Truist 2018
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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