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Rachel Ashman

Rachel Ashman
Wealth Advisor Truist Bank

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

Rachel.Ashman@Truist.com

Phone 704-526-4429

Fax 704-551-0669

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About me

Background

Rachel Ashman is a Wealth Advisor offering clients more than 19 years of comprehensive wealth management experience, with a team approach that brings together specialists in investment management, financial planning, customized credit, and estate strategies. She takes the time to talk and listen to clients to gain an understanding of their priorities, circumstances, and the critical aspects of their financial lives. She holds herself accountable for recommending strategies with their needs and goals in mind.

Financial planning is at the heart of her practice, with a focus on helping families navigate the complex financial issues they may face over time. In addition to helping successful individuals and families, Rachel has a passion for assisting women in developing their financial wellness and confidence during various life transitions and giving them the confidence they need to help them address their goals.

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 in Business Management
Liberty University 1997 2001

Personal Interests

Rachel has been involved with and on the leadership board of several different women business organizations and am a past president of the Ballantyne Rotary Club.

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

  • 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.

  • 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

  • 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.

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About Our Process

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My name is Rachel Ashman and I'm a wealth advisor with Truist Wealth. My office is located in Charlotte, North Carolina and most of my clients live in the greater Charlotte area. I remember visiting my grandparents when I was a child and during our visits, my grandfather would take my brother and me to the bank with him. After he completed his transaction with the teller, he would then take us to another room where his safety deposit box was stored. He did not hold money or jewelry in his box, but instead, there were pictures and items he collected throughout his life. He would remind us that true success is not determined by how much money we may have in our bank accounts one day, but instead, it's by how we help and make a difference in the lives of those around us. Throughout my career, I've tried to take that perspective as I've helped guide clients along their financial journey. They know that I'm here to help them develop a customized financial plan tailored to their specific goals, priorities, and values. When I'm not working, there's a good chance you'll find me on the soccer field, driving my children to various activities, watching football with my husband, or enjoying a cup of coffee with a friend. Thank you for believing in us. Every client we work with has a vision. We can't wait to hear yours.

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