Nicholas Crance

Nicholas Crance
Premier Banker

9812 Falls Road

Ste 103,

Potomac, MD 20854

nick.crance@truist.com

Phone 301-354-4048

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About me

Background

Your finances should create opportunities.  At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to empower you on your financial journey.   As a Premier Banker who has been in the financial services industry since 2012, I help my clients take a comprehensive, strategic approach to financial planning, deliver customized holistic product solutions, engage in active relationship management, and provide estate planning and risk management.  My daily goal is to put my clients first, delivering trust through technology and touch.

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

Master of Business Administration
Western Governors University
Bachelors of Science in Human Resource Management
University of Maryland Global Campus
Undergraduate Certificate in Management
University of Maryland Global Campus

Personal interests

I am originally from North Carolina, but I've spent most of my life in the Baltimore area. I currently call Baltimore City home,
where I share my life with my significant other and our playful miniature Goldendoodle, Sampson, who keeps us on our toes!
I love traveling and cherish the time I get to spend with friends, often diving into fun conversations about obscure and
random facts. I firmly believe in lifelong learning, always looking for new ways to grow and explore the world around me.

Specialties

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

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

Locations

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