SunTrust Investment Services, Inc.
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Jeffrey Oliverio , CFP® Private Financial Advisor

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515 E. Las Olas Blvd,

Fort Lauderdale, FL 33301

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About

Jeffrey Oliverio is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 19 years of financial services, retirement planning and investment management experience. Jeffrey has earned the professional designation of Certified Financial PlannerTM (CFP®) and is a graduate of Rutgers University. Jeffrey volunteers his time with PFLAG Broward County, the National LGBTQ Task Force and is Co-Chair of LGBTQ Teammate Network with SunTrust. He is also a graduate of Leadership Hollywood through the Greater Hollywood Chamber of Commerce.

Jeffrey'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 comprehensive financial planning to understand each client's unique financial story. This process centers on 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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