Chris Pantano

Chris Pantano
Senior Vice President National Director of Legal Specialty Truist Bank

333 S Garland Ave

16th Floor,

Orlando, FL 32801-3321

Chris.Pantano@Truist.com

Phone 407-237-2407

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About me

Background

Chris Pantano is the National Director for the Truist legal specialty group. He approaches his role with a servant’s mindset, coaching and supporting his team so that they’re best equipped to address the needs of clients. He also manages law firm relationships across the country and offers clients over 20 years of banking and investment management experience, coupled with over 15 years of experience dedicated specifically to serving the needs of law firms and attorneys. 

Chris advises law firms on methods to run more efficiently, optimize cash flow, capitalize their operations, and hedge risk. He understands that a firm’s success is built on an effectively run practice, adaptability to industry changes, and a true understanding of client needs.

Chris and his team also rise to the challenges of providing financial advice and personalized planning to address the specific needs of the individual attorneys that put their trust in them. He believes they have an obligation to give back to their communities, which perfectly aligns with the responsibility that most law firms display in the cities in which they live and work.  

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

Education

Master's in Business Administration
University of Central Florida

Personal Interests

Chris has served on the board of trustees for the Legal Aid Society of the Orange County Bar Association, volunteers as a youth sports coach, and is a health, fitness, and personal and professional growth enthusiast. 

Specialties

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

  • 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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

Accomplishments

Performance Excellence Award*
Truist 2019
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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