Mary Lowell Pettit

Mary Lowell Pettit, CFP®
Vice President Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

Marylowell.pettit@truist.com

Phone 404-813-2855

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About me

Background

Mary Lowell Pettit is a Wealth Advisor specializing in financial solutions for high net worth individuals and families. With a focus on financial planning and analysis – from retirement, long-term forecasting, and cash flow analysis, to estate planning and risk management – she works closely with clients to help them develop and accomplish their financial goals. She has a particular focus on multi-generational planning, assisting her clients with the transition of wealth to second- and third-generation family members.

Mary Lowell joined Truist in 2011 with a background in marketing and investment management.  She is a graduate of the University of Georgia with a Bachelor’s degree from the Terry College of Business and stays in touch with fellow Bulldogs through the SunTrust UGA Alumni Association.  Mary Lowell holds FINRA Series 7 and 66 and Georgia insurance licenses and is qualified as a Certified Financial Planner™. 

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 Business Administration
University of Georgia 2010

Personal Interests

A native of Atlanta, Mary Lowell enjoys involving herself in the community as much as possible, particularly in her work on the Inherit Georgia Board of the Georgia Trust for Historic Preservation, the Alumni Council for her Alma Mater, The Westminster Schools, and with her support of the Fox Theatre and Woodruff Arts Center.  She resides in Atlanta with her husband and two kids. 

Specialties

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

  • 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.

  • 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

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

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

Locations

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