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Fresh eyes, fresh perpectives.

A Second Opinion is an objective review of your existing retirement, savings or borrowing plans, wherever they may be, with no obligation. Even if you already have a financial plan or someone managing your portfolio, this is your opportunity to make sure you’re on track to meet your goals. You get a new perspective, and reassurance that everything is working in conjunction to get where you want to go.

A Plan Aligned with Your Goals

"Two of my clients were a couple in their 80s who had done a good job in the past of handling their finances. When I sat down with them to review their current plan, I found several gaps and determined they were taking too many risks for their situation. We were able to determine how much income they needed, consolidate their accounts and eliminate a loan against a life insurance policy. They were so pleased, they referred their daughter into the Premier Program as well.”

Elyssa Gelsino, a Premier Banker from Boca Raton, FL

 

 

DISCLAIMERS

Elyssa Gelsino is a Registered Representative of SunTrust Investment Services, Inc.

Resource Center

  • For more details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4

    SunTrust incoming wire instructions:
    For domestic incoming wires, use Routing ABA: 061000104
    For international incoming wires, use SWIFT/BIC: SNTRUS3A
    Beneficiary account number: SunTrust full account number
    Beneficiary name: The name as it appears on the SunTrust account

    SunTrust incoming wire instructions are also available by calling 1.800.947.3786 – options 1 & 1