Seana Heath

Seana L. Heath, CFP®
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, CFP®, brings nearly 20 years of experience in the banking and financial services industry. She is passionate about helping individuals, families, and professionals navigate important financial decisions with clarity. By combining strategic financial planning with a personalized, relationship-driven approach, Seana helps clients align their financial resources with their goals and values.

As a Certified Financial Planner™ professional and Legal Wealth Advisor, Seana specializes in working with attorneys, law firm partners, and legal professionals, helping them address the unique opportunities and challenges that come with their careers. Her areas of focus include wealth management, retirement planning, lending strategies, cash flow management, investment planning, and long-term wealth preservation.

Seana believes that financial planning is about more than numbers—it is about creating well-being and empowering clients to make informed decisions for themselves and their families. She takes pride in educating clients, simplifying complex financial concepts, and serving as a trusted resource throughout every stage of life.
Known for her genuine care, dedication, and commitment to service, Seana strives to build lasting relationships that extend beyond individual transactions. Her goal is to help clients achieve financial wellness, prepare for life’s transitions, and create a meaningful legacy for future generations.

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

Business Administration, B.S
Kennesaw State University 2020

Personal Interests

Seana enjoys spending quality time with her family, reading, and exploring wellness practices. She is committed to helping others achieve holistic and financial wellness at every stage of life.

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.

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