Jeffrey Glusman, Private Financial Advisor

SunTrust Investment Services, Inc.

Jeffrey Glusman Photo
Jeffrey Glusman, Private Financial Advisor

SunTrust Investment Services, Inc.

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150 South US Highway One 4th Floor

Jupiter, FL 33477

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About

Jeffrey A. Glusman is a Senior Vice President and Private Financial Advisor with SunTrust Investment Services, Inc. and works closely with the Sports & Entertainment Specialty Group. Jeffrey has earned the professional designation of Chartered Retirement Planning Counselor (CRPC®).

Based out of the Jupiter, Florida office, Jeffrey started in financial services in 2001 as a Financial Advisor with Merrill Lynch. He built a financial planning practice focusing on the development and implementation of customized investment strategies to help clients meet their goals by taking into consideration career time horizon, liquidity requirements and tax efficiency. Jeffrey also acted in management roles during his 16 year career at Merrill Lynch. Jeffrey has presented as the key note speaker for the Senior Bowl, East/West Shrine and NBA pre-draft symposium wealth management sessions for the attending NFL & NBA draft prospects numerous times over the last decade, providing insight into process oriented steps to help achieve financial success.

Working closely with the Sports and Entertainment Specialty Group, Jeffrey works with a team of experts whose sole focus is to bring comprehensive and highly customized personal financial solutions to successful athletes, celebrities and their businesses globally. The wealth management team follows a disciplined wealth management process. The team's diligence in assessing a client's financial situation, forming and executing an investment plan and regular portfolio reviews/rebalancing in order to obtain measurable results continue to provide the clients with the transparent experience they want.

Jeffrey lives in Jupiter, FL with his wife and 3 sons.

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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Investment and Insurance Products:

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

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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.

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