Lanie Santa Cruz

Lanie P. Santa Cruz
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

1800 Rockville Pike

Suite B,

Rockville, MD 20852-1604

About me

Background

Lanie P. Santa Cruz is a Director and Financial Advisor with Truist Investment Services, Inc. She offers clients more than 20 years of financial services, retirement planning, and investment management experience. 

Lanie’s investment process is focused on what clients want to achieve. With sensitivity to tax strategy and cash flow needs, she diversifies the portfolio and allocates assets to help clients maximize returns while minimizing risk. She takes the necessary time to help each client understand their investments and presents customized options for helping to achieve their financial goals. She follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing and review in order to obtain measurable results. Lanie monitors a client's portfolio and conducts periodic reviews to help keep her clients investments aligned with their objectives. Lanie’s role as a partner in your wealth management can help you in maintaining your lifestyle, generating needed cash flow and planning for future wealth transfer.

Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science, Finance
University of Maryland, College Park 1998

Personal Interests

Lanie grew up in a military family, travelling the world and settling in Rockville. Lanie and her family love to travel and experience different cultures and cuisines. She also volunteers time at her local parish and her son’s school.

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.

  • 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

To
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