Lisa Hane

Lisa R. Hane, CRPC®
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

3876 International Dr

Silver Spring, MD 20906-1548

Lisa.Hane@Truist.com

Phone 301-679-4816

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About me

Background

Lisa Hane is a Financial Advisor with Truist Investment Services, Inc., offering clients over 30 years of developing customized, comprehensive investment plans to help them address their long-term goals and create a legacy for their families. By listening to and understanding each client's situation, experiences and goals, she designs strategies and solutions for a wide range of personal needs.

Lisa focuses on retirement and investment planning, IRA strategies, and risk analysis, and takes pride in her ability to help clients understand opportunities and risk by breaking down complex information into easy-to-grasp scenarios that are relevant to their goals.

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

Education

BA in Management
Hood College 1986

Personal Interests

Away from the office, Lisa actively volunteers in her local church and community. A native of Maryland, she lives with her husband, Glenn, and has three children. In their spare time, they love to go to their beach property and enjoy warm weather boating or sitting on the beach with good books. Additionally, she loves traveling, cooking, and wine tasting.

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

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

  • 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

Locations

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