Bill Cairo

Bill Cairo
Vice President Financial Consultant Truist Investment Services, Inc.

2925 University Parkway

Sarasota, FL 34243

bill.cairo@truist.com

Phone 941-225-4580

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About me

Background

Bill Cairo is a Financial Consultant and partner with The Cairo Group of Truist Investment Services, Inc. He began his career in financial services in 1998 and has been dedicated to helping clients make well informed decisions regarding their financial well-being ever since. He is passionate about educating clients while providing solutions in the areas of financial planning, insurance, and investing.

Bill's clients include a select group of multi-generational families, business owners, high earning professionals, retirees, charitable organizations, and qualified retirement plans. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Economics, BA
Virginia Military Institute 1989

Personal Interests

Bill, a veteran of the United States Army, enjoys living in Sarasota with his wife, Shelley. They have five children doing great things throughout the country. He’s an active member of the VFW and the American Legion. He likes to spend time with family, boating, fishing, SCUBA Diving, camping, and traveling.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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