SunTrust Investment Services, Inc.
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James Heilman , CFP® Private Financial Advisor

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5857 Sunset Drive,

Miami, FL 33143



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James Heilman is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 16 years of financial services, retirement planning and investment management experience. James has earned the professional designation of Certified Financial PlannerTM (CFP®). He is a native of Miami, Florida and is a graduate of Florida International University. James has been named one of the Top 50 Bank Financial Advisors by Bank Investment Consultant magazine four years in succession.

James's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

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.

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