Shari Bartz, CTFA, Client Advisor

SunTrust Bank, Registered Representative of SunTrust Investment Services, Inc.

Shari Bartz Photo

Shari Bartz, CTFA, Client Advisor

SunTrust Bank, Registered Representative of SunTrust Investment Services, Inc.

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400 Park Avenue South,

Winter Park, FL 32789

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About

Shari Bartz is a Client Advisor with SunTrust Private Wealth Management. She offers clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. Shari has earned the professional designation of Certified Trust & Financial Advisor (CTFA). She is a native of Fort Myers, Florida and is a graduate of the University of South Florida. Shari's community affiliations include Leadership Orlando, Central Florida Estate Planning Council, Council of 101 and a Trustee for the Orlando Museum of Art.

Shari 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. Shari 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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