Jeffrey Glusman, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Jeffrey Glusman Photo

Jeffrey Glusman, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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150 SOUTH U.S. HIGHWAY ONE

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 CounselorSM (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. His partner, Austin Murphy, works as a Financial Consultant on the team focusing on client relationships and strategy implementation using our modeling tools for budgeting and investment disciplines. Mr. Murphy attended Villanova University Law School and works in our Bal Harbour, FL office. 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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