Lanie P. Santa Cruz

Director Financial Advisor Private Client Group Truist Investment Services, Inc.

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.