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Laura A. Sheehan, CTFA
Senior Vice President Senior Trust Advisor

227 W Monroe St

Suite 2120,

Chicago, IL 60606-0007

About me

Background

Laura Sheehan is a Senior Trust Advisor with Truist Wealth in Chicago. With more than 20 years of experience in wealth management, Laura offers advice in financial, retirement, estate and philanthropic planning focusing on current and former business owners and high net worth families. Her highest priority is delivering bespoke solutions and strategies that fully reflect each client’s financial and life goals.

Education

BA Degree
Illinois State University 1999 2003

Personal Interests

Laura is an active member of the Chicago Estate Planning Council, serves on the board at her children’s elementary school and dedicates her free time to partnering with the Special Olympics of Chicago and the Lung Cancer Research Foundation. Laura and her husband live in the city with their three children. Weekends are usually spent cheering on her children at various sporting events. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

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