Lisa Hane

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

3876 International Dr

Silver Spring, MD 20906-1548

About me

Background

I’m a Senior Vice President with Truist Investment Services, Inc. and Financial Advisor with Truist Wealth, offering clients over 29 years of developing customized, comprehensive investment plans to help them reach their long-term goals and create a legacy for their families. By listening to and understanding each client’s situation, experiences and goals, I design strategies and solutions for a wide range of personal needs.

I focus on retirement and investment planning, IRA strategies, and risk analysis, and take pride in my 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, I actively volunteer in my local church and community. As a native of Maryland, I live with my husband, Glenn, and have three children. In my spare time, my family loves to go to our beach property and enjoy warm weather boating or sitting on the beach with good books. Additionally, I love 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

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