825 Broadway
Dunedin, FL 34698
Your finances should create opportunities. At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to help empower you on your financial journey. As a Premier Banker who has been in the financial services industry since 2003, I help my clients take a comprehensive, strategic approach to financial planning, engage in active relationship management, deliver customized holistic product solutions. My daily goal is to put my clients first, delivering trust through technology and touch.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
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.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more