Tacy Roby

Tacy R. Roby, CFP®
Wealth Advisor Truist Bank

7220 Wisconsin Ave

4th Floor,

Bethesda, MD 20814-4812

About me

Background

Tacy Roby is Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with Truist Bank. She has over 20 years of experience working with women and their families, including business owners, to help them do these seven things related to their wealth: plan, invest, borrow, spend, manage, protect, and contribute funds to charity. 

All of her client engagements begin with the question, “What’s the primary intent of your wealth?”  From there, Tacy builds a comprehensive financial plan that functions as the framework for recommendations and then serves as a client’s single point of contact for a team of specialists in lending, investing, insurance, and charitable giving, to guide them as their and their family’s life changes over the years.  

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

B.A History
University of Michigan 1987
Delhi School of Economics, University of Delhi 1987 1988
M.A. International Relations
John Hopkins University 1992

Personal Interests

Tacy grew up in five states, including Texas and Hawaii, but has called the Washington, D.C., area her home since 1988. Tacy and her husband, Scott, and daughter, along with their cockatiel and labradoodle, live in Potomac, MD. She serves on the Board of Montgomery Women, and has been an active member of the Financial Planning Association and Advisors in Philanthropy for many years. She is also a member of Bethesda Friends Meeting and considers herself a competitive reader by reading about twenty books annually.

Specialties

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

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

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

  • 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.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

Accomplishments

Momentum OnUp Graduate
Truist 2020
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