Seana Heath

Seana L. Heath
Senior Vice President Legal Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30309

seana.heath@truist.com

Phone 404-813-1316

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About me

Background

Seana Heath has over 15 years of experience in the Banking and Financial industry. She has a passion for establishing & guiding clients through their financial aspirations, while helping them navigate the complexities of their personal & business finances with confidence. She finds fulfillment in educating clients with some of the key components for reaching their financial goals.

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

Education

Business Administration, B.S
Kennesaw State University 2020

Personal Interests

Seana enjoys spending time with family, reading, fitness and is dedicated to helping individuals reach Holistic & Financial Wellness.

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

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • 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.

Locations

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