Theo Batchelder, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Theo Batchelder Photo
Theo Batchelder, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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13137 CORTEZ BLVD

BROOKSVILLE, FL 34601

9701 COMMERCIAL WAY

WEEKI WACHEE, FL 34613

1 East Jefferson Street,

Brooksville, FL 34601

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About

Theo Batchelder is a Private Financial Advisor with SunTrust Investment Services, Inc. She offers clients more than 25 years of financial services, retirement planning and investment management experience. Theo has earned the professional designation of Chartered Retirement Planning CounselorSM (CRPC®). She is a native of Manchester, NH and is a graduate of Hesser College. Theo serves on the boards of People Helping People in Hernando County and My Career Closet.

Theo's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. She 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. She 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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