Julie Suggs, Client Advisor

Sports & Entertainment

Julie Suggs Photo
Julie Suggs, Client Advisor

Sports & Entertainment

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825 Ballough Rd, Ste. 220

Daytona Beach, FL 32114

232 Williamson Road

Mooresville, NC 28117

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About

Julie Suggs is a Client Advisor with SunTrust Private Wealth Management Sports and Entertainment Specialty Group. She offers clients more than 29 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. Julie has earned the professional designations of Registered ParaplannerSM (RP®) and Certified Trust & Financial Advisor (CTFA). She is a native of Connecticut and attended Quinnebaug Community College, American Institute of Banking and College of Financial Planning. She is also is a graduate of ABA National Trust School. Julie is involved with several charities including NASCAR Foundation and many others with an emphasis on children and the elderly.

As part of the Sports and Entertainment Specialty Group, Julie works with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful, musicians, athletes, celebrities, their businesses and industry leaders nationwide. Together they develop a holistic financial plan that meets their clients' short and long-term goals.

Julie holds herself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Julie takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that she can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

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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