Lejo Abraham

Managing Director Financial Advisor Truist Investment Services, Inc.

It is my honor and privilege to serve a select group of clients, helping them build, manage, and address their wealth. To be there and guide them through life’s financial transitions planned and unplanned. 

My practice focuses on the four cornerstones of wealth: Investment Management; Liability Management; Non-Portfolio Risk Management; and Estate Planning.

My process begins by listening to my clients. Listening with sincere and genuine interest and curiosity. Listening to understand, not to judge. The most important agenda is my clients’ agendas and the more I learn about what’s on their minds, the better able I will be to counsel them. 

With the information my clients share with me, I go to work – studying, testing, analyzing, and developing solutions and strategies to help them address their goals. I explain my findings and recommendations in plain English, with as little technical jargon as possible. With my clients’ permission, I implement their plans in an objective, unbiased, tax-efficient, and cost-effective manner. My work doesn’t stop there however. Because I monitor and evaluate the progress of their plans, and I will suggest adjustments based on material changes in the markets and economy, changes in tax laws that may affect my clients, and whenever my clients encounter those transitions in their lives.

I bring my education, experience, and commitment to ongoing professional development to every client relationship. I received my B.S. in Management Information Systems, M.S. in Finance, and M.B.A. in International Business from the University of Houston – Clear Lake. 

During my first two decades as a financial professional, my clients and I have dealt with some incredible challenges and opportunities. I believe the pace of change is only likely to accelerate and that’s why it’s important for my clients to understand that I am here to help provide financial well-being.

 Investment Adviser Representative, Truist Advisory Services, Inc.

Regarding my personal interests, my faith and my family are the only things more important to me than my clients.  However, they serve as constant reminders of the importance and impact that my work has on my clients, and their families - now, and for generations to come.