Financial Advisor, Truist Investment Services, Orlando, FL

Actively source, grow, and retain client relationships by delivering distinctive, personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Use consultative selling to review investment plans regularly, manage overall client relationships, and develop securities and insurance sales through networking and internal referrals. Maintain accurate transaction records and regulatory compliance, stay current on Truist Wealth products through continuing education, and host investment education seminars for clients and prospects.