Patricia Roberts, Private Financial Advisor

SunTrust Investment Services, Inc.

Patricia Roberts Photo
Patricia Roberts, Private Financial Advisor

SunTrust Investment Services, Inc.

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1100 HAMMOND DRIVE

ATLANTA, GA 30328

2440 Wisteria Drive,

Snellville, GA 30078

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About

Trish Roberts is a Private Financial Advisor with SunTrust Investment Services, Inc. She offers clients more than nine years of financial services, retirement planning and investment management experience. Trish is a native of New York City and has been living in the Atlanta area since 2007. She holds an MBA from Long Island University and, in her spare time, is an active member of the local wellness community. She is an avid runner and yoga practitioner.

Trish'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. Trish is a passionate financial educator and hosts regular seminars on a variety of topics.

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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