Sandra Kane

Sandra Kane
Senior Vice President Wealth Advisor Truist Bank

401 Commerce St

4th Floor,

Nashville, TN 37219

Sandra.kane@truist.com

Phone 615-750-0023

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About me

Background

Sandra is a Wealth Advisor with Truist Bank. She offers clients more than 20 years of financial services experience bringing together a full team to address a client’s specific needs. Guided by a financial plan, she truly listens to understand those needs and provide targeted advice in investment, trust and estate planning. 

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 - Finance
Virginia Tech 1992

Personal Interests

Sandra has two daughters in college and enjoys spending time with them whether at home or traveling to new destinations. She has lived in Williamson County for 22 years and completed Leadership Brentwood to better engage with the community. As an empty nester, she has more time available for the hands-on volunteer projects she enjoys whether for a new home build or assisting at a local food pantry. 

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 needs of business-owners

Accomplishments

Performance Award
Truist 2021
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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