Veronica Montoya, CRPC®, Medical Client Advisor

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Veronica Montoya, CRPC®, Medical Client Advisor
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200 SOUTH ORANGE AVENUE

ORLANDO, FL 32801

200 South Orange Avenue,

Orlando, FL 32801

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About

Veronica Montoya is a Medical 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. Veronica has earned the professional designation of Chartered Retirement Planning CounselorSM (CRPC®). She is a native of Chicago, IL and a graduate of the University of Central Florida.

As part of the Medical Specialty Group, Veronica works with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in her market. Together they develop a holistic financial plan that meets their clients' short and long-term goals.

Veronica 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. Veronica 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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