Laura Sheehan

Laura A. Sheehan, CTFA
Senior Vice President Senior Trust Advisor

227 W Monroe St

Suite 2120,

Chicago, IL 60606-0007

About me

Background

Laura Sheehan is a Senior Trust Advisor with Truist Wealth in Chicago. With more than 20 years of experience in wealth management, Laura offers advice in financial, retirement, estate and philanthropic planning focusing on current and former business owners and high net worth families. Her highest priority is delivering bespoke solutions and strategies that fully reflect each client’s financial and life goals.

Education

BA Degree
Illinois State University 1999 2003

Personal Interests

Laura is an active member of the Chicago Estate Planning Council, serves on the board at her children’s elementary school and dedicates her free time to partnering with the Special Olympics of Chicago and the Lung Cancer Research Foundation. Laura and her husband live in the city with their three children. Weekends are usually spent cheering on her children at various sporting events. 

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

Locations

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About Our Process

[MUSIC PLAYING] Chicago is a city known for working hard and working together. We see that. We try to live that every day. When we came to Truist, we didn't do it as individuals. We came here as an established wealth management team, wanting to be part of something collaborative and inspiring. And we found exactly that. Truist culture and core values are tailor made not only for our team, but for this city we love so much. Chicago is a melting pot of history, diversity, and opportunity. It's not only a city of neighborhoods, it's one big community. And community, that's what Truist is all about. Our purpose is to inspire and build better lives and communities. And we're making that happen in our backyard right here in the Windy City. Truist is bringing more than 100 years of history and experience to Chicago. And we know the difference hard work, commitment, and care can make. There's real power in making connections. That's how we've built this team, who all value trust, integrity, and service. That's how we bring those values. We're building our practice to operate like a family office, helping clients manage everything from planning to investments, trusts, and estates. And just like family, sometimes being a true advisor means we don't tell you what you want to hear. But we tell you what you need to hear. But it's all part of trying to do what's best for you now and in the future, even beyond just financial goals. We're about one thing-- caring for our clients and their families. We are Truist Wealth.

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