Stephen Valeri, Private Financial Advisor

SunTrust Investment Services, Inc.

Stephen Valeri Photo
Stephen Valeri, Private Financial Advisor

SunTrust Investment Services, Inc.

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8299 9TH STREET N

ST PETERSBURG, FL 33702

300 1ST AVENUE SOUTH

ST. PETERSBURG, FL 33701

401 East Jackson Street,

Tampa, FL 33602

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About

Stephen Valeri is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 29 years of financial services, retirement planning and investment management experience. He is a native of Tampa, Florida and is a graduate of the University of South Florida. Stephen serves on the board of Champions for Children.

Stephen'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 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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