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Lee Anne Bloom

Lee Anne Bloom, CRPC®
Vice President Wealth Advisor Truist Bank

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

LeeAnne.Bloom@truist.com

Phone 407-621-6243

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About me

Background

Lee Anne Bloom's extensive background includes more than 25 years in client-focused wealth management and financial services. She uses her knowledge, directness, and insight to help create financial advice and provide client care. Lee Anne’s customized services include investments, retirement planning, credit services, banking and insurance. 

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

Bachelor of Science
University of Florida
Masters level courses in Insurance and Risk Management
Florida State University

Personal Interests

Lee Anne’s personal interests align closely with those of Truist: inspiring and building better lives and communities. She supports and volunteers in organizations that promote educational, medical and financial aid to the most needy and vulnerable, both domestically and internationally. Lee Anne is a native Floridian and Winter Park resident. She has three grown children and three wonderful grandchildren with her husband, David. Their free time is spent enjoying sports, visiting family and traveling to explore other cultures.

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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.

Locations

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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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