Tacy Paul Roby, CFP®, Client Advisor

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Tacy Paul Roby, CFP®, Client Advisor

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4445 WILLARD AVENUE

CHEVY CHASE, MD 20815

4445 Willard Avenue,

Chevy Chase, MD 20815

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About

Tacy Paul Roby, CFP® is a Client Advisor with SunTrust Private Wealth Management. She offers clients more than 22 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, lending, estate and charitable giving strategies. Tacy has earned the professional designation of Certified Financial PlannerTM (CFP®). She grew up in five states and has lived outside of the U.S. twice. She is a graduate of the University of Michigan and received her masters from Johns Hopkins University. Tacy serves on the board of Montgomery Women. She is active with Bethesda Friends Meeting and Montgomery College. She is a member of the Certified Financial Planning Board of Standards and the Financial Planning Association. Tacy and her family, including their dog and bird, live in Potomac, Maryland.

Tacy holds herself accountable to recommend strategies with your needs and goals in mind. Her practice focuses on women in financial transitions to help them regain their confidence after divorce or the death of a spouse. The strategies she recommends are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Tacy takes the time to talk with you, get to know you and gain an understanding of the critical aspects of your financial life. Together with the team, she develops a holistic financial plan to meet your short and long-term goals.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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