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1445 New York Ave NW
Washington, DC 20005-2125
As a wealth advisor with Truist Wealth, Shawn Roberts has more than 25 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.
He has a firm belief that comprehensive financial planning is one of the best ways to help clients better define and address their goals. A well-constructed plan is a road map that allows Shawn to set clear objectives with clients and continually gauge progress toward creating, growing, and preserving a client’s wealth.
Being an advocate and advisor to his clients requires a comprehensive, integrated approach, leveraging the experience of financial planners, investment managers, insurance strategists, and trust officers that are part of his team. Shawn values the trust clients place in him and strives to fulfill their expectations by delivering competent, reliable, and empathetic service and advice.
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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