Stephanie DeSear
Premier Banker
6135 Exchange Way
Lakewood Ranch, FL 34202-5140
About me
Background
Stephanie DeSear is a vice president and Premier Banker with 13 years of financial services experience. She helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Stephanie’s daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She seeks to guide clients through their financial journeys by addressing their short- and long-term goals, while helping to improve their lives and the community in which she works.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
