Private Financial Advisor Craig Coopersmith in ORLANDO, FL 32828|SunTrust Bank

Craig Coopersmith, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Craig Coopersmith Photo
Craig Coopersmith, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

1751 ALAFAYA TRAIL

ORLANDO, FL 32828

1999 S. 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 Counselor (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.

Continue Reading

Investment and Insurance Products:

Are Not FDIC or any other Government Agency Insured   Are Not Bank Guaranteed  May Lose Value 

© 2018 SunTrust Banks, Inc

equal housing logoSunTrust Bank is an Equal Housing Lender. Member FDIC

equal housing logoEqual Housing Lender. SunTrust Mortgage, Inc

SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1-800-634-7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1-888-473-4858, MA: Mortgage Lender license #-ML-2915, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at www.suntrust.com/investmentinfo.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.