Charlotte, North Carolina, United States, July 2026 — Truist Financial Corporation (NYSE: TFC) has announced the appointment of Shimna Sameer as Head of Truist Wealth. She will join the company in October 2026, reporting to Kristin Lesher, Chief Wholesale Banking Officer, and will serve as a member of the Truist Operating Council.
The appointment reflects Truist’s commitment to accelerating the growth of its wealth management business while enhancing client experience, advisor capabilities, and technology-driven innovation.
As Head of Truist Wealth, Sameer will oversee the business strategy for the company’s wealth management division, focusing on delivering a purpose-driven wealth management experience, strengthening advisor and client engagement, investing in innovative technology platforms, deepening enterprise partnerships, and driving long-term business growth.
Sameer brings more than 20 years of leadership experience across consumer banking, wealth management, and private banking.
Most recently, she served as Head of Products, Solutions and Platforms at Bank of America Private Bank, where she led digital platforms, business strategy, client experience, and talent initiatives. She also oversaw the delivery of specialized wealth capabilities—including wealth strategy, trust services, custom lending, and art services—across Bank of America’s wealth management businesses.
Earlier in her career, she led large-scale transformation initiatives, including developing sales strategies, digital solutions, and talent development programs for Merrill Edge, further strengthening her expertise in wealth management and digital transformation.
Commenting on the appointment, Kristin Lesher, Chief Wholesale Banking Officer, Truist, said, “Truist Wealth is critical to our enterprise growth strategy and we’ll continue to invest in technology enhancements, empower our advisors and broaden the solutions we provide clients. Shim has spent her career serving clients, leading organizations to achieve outsized results and designing and implementing strategies that drive performance. Her experience across banking and wealth management will shape Truist Wealth at an important moment in our business.”
Based in New York City, Sameer will lead the continued evolution of Truist Wealth as the company strengthens its position in serving affluent, high-net-worth, and ultra-high-net-worth clients across the United States.
Her appointment underscores Truist’s strategic investment in leadership, technology, and customer-centric wealth management solutions to support long-term enterprise growth.
About Truist
Truist Financial Corporation is a purpose-driven financial services company headquartered in Charlotte, North Carolina. With $556 billion in total assets (as of June 30, 2026), Truist is among the top 10 commercial banks in the United States, offering consumer and commercial banking, investment banking, capital markets, wealth management, payments, and specialized lending solutions.
About Truist Wealth
Truist Wealth delivers comprehensive wealth management solutions for affluent, high-net-worth, ultra-high-net-worth individuals, families, and business owners across the United States and internationally. The business offers integrated banking, investment advisory, trust, brokerage, lending, and wealth planning solutions through Truist’s affiliated businesses.
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