Vik Shah

Vik Shah, CRPC®
Director Financial Advisor Truist Investment Services, Inc.
The Three Lakes Group of Truist Investment Services, Inc.

5775 Red Bug Lake Rd

Winter Springs, FL 32708-4957

Vik.Shah@Truist.com

Phone 407-551-0831

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About me

Background

Vik Shah is a Financial Advisor with Truist Investment Services, Inc. He has been with the firm since 2000 and offers clients more than 30 years of financial services, retirement planning, and investment management experience. He believes in having a collaborative relationship with his clients where they understand and are comfortable with their investments.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. Economics and Mathematical Sciences
The Johns Hopkins University 1991

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

Locations

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