Lane Thomas

Lane Thomas
Wealth Advisor Truist Bank

4020 University Dr

Fairfax, VA 22030-6802

About me

Background

I’m a Wealth Advisor with Truist Bank, offering clients more than 15 years of financial services, retirement planning, and investment management experience. I focus on advising affluent individuals, families, and business owners on strategies to help them meet their immediate and future goals.  

I serve as a relationship manager and advocate for my clients and am supported by a broad array of specialists who help deliver personalized, tailored solutions to address specific banking, strategic credit, investment, insurance, and trust and estate planning needs. I believe developing a customized, comprehensive financial plan is one of the best ways to help grow and protect a client's financial security.

In 2005, I joined Truist’s predecessor firm, BB&T, where I held a number of roles that have since shaped and enhanced my ability to provide comprehensive client advice and service.  

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

B.A.
University of Virginia 2002

Personal Interests

My family and I have lived in Northern Virginia since 2009 after relocating from Charlottesville, VA.

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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