Amanda Harms

Amanda Harms, CFP®
Senior Vice President Fiduciary Team Lead Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

Amanda.harms@truist.com

Phone 404-724-3929

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About me

Background

Amanda is the Fiduciary Team Lead for the Atlanta market. In this role, Amanda leads a team of Reserve and Genspring Trust Advisors in delivering expert fiduciary advice and solutions. She is responsible for enhancing the growth and profitability of the fiduciary business segment while mitigating risk and adhering to all applicable compliance regulations or state laws governing fiduciary administration. 

Amanda has been with Truist since 2014 and brings nearly 20 years of experience in working with high-net-worth families. Prior to her current role, she served as a Senior Trust Advisor and Wealth Planning Strategist. Amanda is a member of the Atlanta Estate Planning Council and the Financial Planning Association (FPA) of Georgia, and an alumna of the Philanthropic Advisor Leadership Institute (PALI). She maintains the Certified Financial Planner (CFP®) and Certified Trust and Financial Advisor (CTFA) designations. 

Education

Master of Business Administration
Campbell University 2004
Bachelor of Business Administration, major in Trust Management, minor in Financial Planning
Campbell University 2004

Personal Interests

Amanda was recently selected by The Atlanta Women's Foundation to the 2022 Class of Inspire Atlanta. The Atlanta Women's Foundation is dedicated to improving the lives of women and girls in the 5 county Metro Atlanta area. Outside of work, Amanda enjoys spending time with her husband, son, and rescue dog, Tess. 

Specialties

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

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

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

  • 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 needs of business-owners

Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    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.

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    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • 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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