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Shari L. Akhtar
Financial Advisor Investment Services Group Truist Investment Services, Inc.

300 Summers St

Charleston, WV 25301-0001

About me

Background

As a financial advisor and senior vice president, Shari has over 20 years of financial services experience helping clients develop a roadmap toward financial success. She offers clients a unique blend of tailored investment solutions and is supported by two registered customer service associates who assist in providing a superior level of client service. Together with her team of specialists, she creates holistic solutions for investments, risk management, customized banking, and financial and estate planning. 

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

Education

Bachelor of Business Administration
George Washington University 1987 1991

Personal Interests

Shari is a Returned Peace Corps Volunteer, who served as a business development specialist in Costa Rica and focused on helping women, in particular, rise from poverty and become self-sufficient. Shari and her husband have been married for 20 years and have two teenage boys. They enjoy spending time together as a family, especially cooking and traveling.  

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Sterling Performance Award*
BB&T now Truist 2020
Sterling Performance Award*
BB&T now Truist 2019
Sterling Performance Award*
BB&T now Truist 2018
Sterling Performance Award*
BB&T now Truist 2017
*The Truist Sterling 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 and our Performance.
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    The Truist Sterling 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 and our Performance.