Rachel Ashman

Rachel Ashman
Premier Banker

11425 Lawyers Rd.

Mint Hill, NC 28227

rachel.ashman@truist.com

Phone 704-526-4429

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About me

Background

I am a Premier Banker with Truist and offer over 22 years of financial services experience, providing exceptional service to my Clients. I work closely with Clients and their families, and provide personal advice and tailored financial solutions through Financial Planning that guide them throughout their unique financial journey. I take time to provide extra care, build lasting relationships and am thoughtful and passionately committed to translating goals into tangible actions. My goal as a Relationship Manager is to put my Clients first and build trust through high-touch attention, in-depth conversations, and utilizing technology. I strive to ensure my Clients feel empowered to make confident financial decisions now and into the future. 

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 in Business Administration; Minor in Psycology
Liberty University

Personal interests

My husband and I have lived in the Charlotte area for over 20 years and have 2 daughters. When not at work, I enjoy spending time with my family and friends, watching my daughters soccer games, watching football and playing with our golden doodle. 

Specialties

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

  • 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.

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Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
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  • May Lose Value

Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

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