Craig Coopersmith, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Craig Coopersmith Photo

Craig Coopersmith, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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1751 ALAFAYA TRAIL

ORLANDO, FL 32828

1999 Alafaya Trail,

Orlando, FL 32828

Check the background of this investment professional on FINRA's BrokerCheck

About

Craig Coopersmith is a Senior Vice President and Private Financial Advisor with SunTrust Investment Services. With more than 17 years of experience in the financial services industry, he specializes in investments, insurance and retirement planning.

Craig focuses on advising with the development and implementation of investment strategies to help clients meet their immediate and future goals. Supported by Investment Associate Debbie McMillen, a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio review is completed in order to obtain measurable results. He also consults on risk management, retirement planning, estate planning and other critical financial strategies. Craig's overall goal is to provide personal service to each client and individualized financial planning.

Craig has earned the professional designation of Chartered Retirement Planning CounselorSM (CRPC®) and was ranked among the top 50 Financial Advisors by Bank Investment Consultant* magazine. He is also the treasurer of the Stroke Awareness Foundation and is actively involved with his community. A native of Florida, he earned a Bachelor of Science in Finance at the University of Central Florida. In his spare time, Craig enjoys boating, golfing and spending time with his family. He and his wife Ruby have two daughters and have lived in the Central Florida area for over 17 years.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

*BIC ranking based on the following criteria; assets under management (AUM); trailing 12 month production; percentage change in AUM from the previous year; percentage change in trailing-12 month production; amount of fee business; and the ratio of production-per-AUM.

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