Chris DeGrace, CFA®, Private Financial Advisor

SunTrust Investment Services, Inc.

Chris DeGrace Photo
Chris DeGrace, CFA®, Private Financial Advisor

SunTrust Investment Services, Inc.

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400 Park Avenue South,

Winter Park, FL 32789

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About

Chris DeGrace is a Private Financial Advisor with SunTrust Investment Services, Inc. Chris's career began over 15 years ago at Bear Stearns where he worked with high net worth individuals. He later was a Private Financial Advisor with Smith Barney. Chris primarily focuses on comprehensive asset management as well as estate strategies for high net worth accredited investors. As a Senior Vice President and Private Financial Advisor, Chris specializes in comprehensive investment strategies and advisory services in order to help clients meet their immediate and future goals.

Chris follows a disciplined process of assessing a client's financial situation, determining risk tolerance, thus forming and executing an appropriate investment plan. Regular portfolio reviews and rebalancing are critical in his practice to obtain measurable results. Chris also consults on risk protection, retirement and estate planning. In addition, Chris has experience utilizing the alternative investment space which allows his clients to participate in more institutional type investment models that perform differently than traditional retail asset allocation.

Chris has earned the professional designation of Chartered Financial Analyst® (CFA®) and is a member of the CFA® Society in Orlando. He is treasurer of the Dommerich Foundation. Chris completed his undergraduate studies at the University of Alabama. Chris and his wife Katie have two children and are actively involved in the community.

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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