Jeffrey Oliverio, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Jeffrey Oliverio Photo
Jeffrey Oliverio, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

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515 E. Las Olas Blvd,

Fort Lauderdale, FL 33301

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About

Jeffrey Oliverio is a Vice-President and Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 17 years of financial services experience. Jeffrey has earned the professional designation of Certified Financial PlannerTM (CFP®) and is a graduate of Rutgers University, School of Business. Jeffrey volunteers in the community and currently serves as president of PFLAG Broward County. He also does work with the National LGBTQ Task Force and the Boys and Girls Club of Broward County.

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 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, insurance planning and other critical financial strategies.

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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