Lanie Santa Cruz, Private Financial Advisor

SunTrust Investment Services, Inc.

Lanie Santa Cruz Photo
Lanie Santa Cruz, Private Financial Advisor

SunTrust Investment Services, Inc.

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1800 ROCKVILLE PIKE STE B

ROCKVILLE, MD 20852

1800 Rockville Pike,

Rockville, MD 20852

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About

Lanie P. Santa Cruz is a First Vice President and Private Financial Advisor with SunTrust Investment Services, Inc. She offers clients more than 15 years of financial services, retirement planning and investment management experience. She grew up in a military family travelling the world and settled in Rockville. She is a graduate of University of Maryland, College Park.

Lanie's investment process is focused on what you want to achieve. With sensitivity to your tax strategy and cash flow needs, she can help you to diversify your portfolio and allocate assets to help you maximize returns while minimizing risk. She will take the time necessary to help you understand your investments and present customized options for achieving your financial goals. She follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing and review in order to obtain measurable results.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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