Sandra Kane

Senior Vice President Wealth Advisor Truist Bank

401 Commerce St

4th Floor,

Nashville, TN 37219

Sandra.kane@truist.com

615-750-0023

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About me

Background

Sandra Kane is a Senior Vice President and Wealth Advisor with more than 25 years of experience in the financial services industry. A graduate of Virginia Tech with a B.S. in Finance, Sandra has spent the last twelve years at Truist, where she has held leadership roles and earned recognition for exceptional performance.

Before joining the Truist Wealth team in 2022, Sandra served as the Regional Managing Director of Premier Banking for Tennessee, overseeing teams across the state and guiding strategic growth initiatives. Her consistent leadership and client dedication earned her the Truist Performance Award in 2021, the highest honor bestowed on the top 1% of employees across the company.

Wealth Philosophy & Client Approach

Sandra’s advisory philosophy centers on ensuring clients feel truly listened to and understood. She believes every client’s story is unique — and so is the financial plan required to support their lives, families, and long-term goals. After gaining a deep understanding of each client’s priorities, Sandra brings in the most knowledgeable specialists from her team to create integrated strategies around:

• Banking & lending

• Investment management

• Trust & estate planning

• Business transition and liquidity planning

Her practice focuses on serving high-net-worth individuals, families, and business owners seeking a holistic and relationship-driven approach.

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 lived in Brentwood, TN, since 2004. As part of her commitment to the community, she completed Leadership Brentwood to deepen her understanding of the city’s past, present, and future and later served on the program’s advisory board.

Outside of work, Sandra enjoys spending time with her two college-aged daughters. Together, they love planning trips to explore new destinations.

Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Banking

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

Risk management

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.

Estate planning

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

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Fiduciary

Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Financial education

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Accomplishments

Performance Award

Truist 2021 Internal

^{*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.}