Lee Goebel is a seasoned banking professional with over 15 years of experience, currently serving as a Vice President Premier Banker at Truist. Based in the Hanover markets, Lee specializes in managing a defined portfolio of mass affluent clients, each with assets exceeding $100,000. His...
Lee Goebel is a seasoned banking professional with over 15 years of experience, currently serving as a Vice President Premier Banker at Truist. Based in the Hanover markets, Lee specializes in managing a defined portfolio of mass affluent clients, each with assets exceeding $100,000. His extensive background, which includes over 14 years at Wells Fargo Bank, has equipped him with a deep understanding of the financial landscape and the unique needs of high-net-worth individuals.
In his current role, Lee is dedicated to enhancing the wallet share of his clients across deposits, loans, and investments. He employs a consultative approach to provide tailored financial guidance and solutions that align with each client's specific goals and aspirations. By leveraging his expertise in wealth management, Lee ensures that his clients receive comprehensive support that encompasses not only banking services but also investment strategies and risk management.
Collaboration is a cornerstone of Lee's strategy; he actively partners with various lines of business within Truist, including Financial Advisors, the trust department, and mortgage officers. This integrated approach allows him to deliver holistic financial solutions that address the diverse needs of his clients, fostering long-term relationships built on trust and mutual success. Lee's commitment to client satisfaction and his proactive engagement in identifying opportunities for growth make him a valuable asset to both his clients and Truist. As he continues to navigate the complexities of the banking industry, Lee remains focused on empowering his clients to achieve their financial objectives with confidence.
