Shawn Roberts

Shawn E. Roberts
Wealth Advisor Truist Bank

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

About me

Background

As a Wealth Advisor with Truist Wealth, I have more than 23 years of experience collaborating with affluent clients and their families to provide guidance in the areas of personal and business financial planning, investment management, insurance and risk management, trust and estate planning, and customized banking solutions.

I have a firm belief that comprehensive financial planning is one of the best ways to help clients better define and achieve their goals.  A well-constructed plan is a roadmap that allows us to set clear objectives and continually gauge progress toward creating, growing and preserving a client’s wealth.

Being a successful advocate and advisor to my clients requires a comprehensive, integrated approach, leveraging the experience and expertise of the best-in-class financial planners, investment managers, insurance strategists, and trust officers that are part of my team.

I value the trust clients place in me, and I strive to exceed their expectations by delivering competent, reliable, and empathetic service and advice.

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
College of William & Mary 1993 1997

Personal Interests

I have a love of animals of all types, especially dogs. I’m an avid traveler who enjoys experiencing the people, culture, wine and cuisine, and architecture of countries around the world. I’ve had the opportunity to scuba dive in exciting destinations and look forward to many more.

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

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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