Robert Palmer, Private Financial Advisor

SunTrust Investment Services, Inc.

Robert Palmer Photo
Robert Palmer, Private Financial Advisor

SunTrust Investment Services, Inc.

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232 WILLIAMSON ROAD

MOORESVILLE, NC 28117

232 Williamson Road,

Mooresville, NC 28117

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About

Robert Palmer is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than four years of financial services, retirement planning and investment management experience. Robert has been a resident of the Lake Norman, NC area for 20 years and is a graduate of R.I.T, in Rochester, NY where he received a Bachelor's degree in Finance. Robert is a youth sports coach for Lake Norman Little League and Upward Basketball. He and his wife, Kimberly, have two sons, Peyton and Preston. They are members of Lake Norman Baptist Church and St. Mark's Catholic Church.

Robert'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. Robert 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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