Erik Tozzi, Wealth Advisor

SunTrust Investment Services, Inc.

Erik Tozzi Photo

Erik Tozzi, Wealth Advisor

SunTrust Investment Services, Inc.

-Hide Locations

620 Fifth Avenue,Suite 200

New York, NY 10020

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

About

Erik Tozzi is a Wealth Advisor with SunTrust Private Wealth Management. He offers clients more than 17 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, credit, financial planning and estate planning strategies. Erik is a native of New York City. He graduated magna cum laude from the University of Pennsylvania with BA in European History. He received his MBA from Columbia University. He is a volunteer for the Thrive for Life Prison Project, a charity dedicated to helping incarcerated and formerly incarcerated individuals re-enter and meaningfully contribute to society. He and his wife Anne have five children - Michael, Philip, Claudia, Nicholas and Edmund.

Erik holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Erik takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

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.

Continue Reading