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Truist Bank- Jeffrey Oliverio

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Financial Planning

Wilton Manors FL 33305

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Jeffrey Oliverio

Jeffrey Oliverio is a Vice-President with Truist Investment Services, Inc. and a Financial Advisor with Truist
Wealth, offering clients more than 20 years of financial services, retirement planning, and
investment management experience. I focus on advising clients on developing and
implementing investment strategies to help them meet their immediate and future goals.
I follow a disciplined process of assessing a client's financial situation, forming and executing
an appropriate investment plan, and performing ongoing portfolio maintenance to obtain
measurable results. I also consult

Jeffrey Oliverio

Certified Financial Planner, CFP®

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