Alex Goicoechea
Premier Advisor
3825 S Dale Mabry Hwy
Tampa, FL 33611-1405
About me
Background
I am a Premier Advisor with experience in financial services since 2010. I help clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. My daily goal is to put my clients first, building their trust through high-touch attention and in-depth conversations, while leveraging the best technology. I seek to guide clients through their financial journeys by helping to develop plans that can change with their lives, address their short- and long-term goals, and help them be prepared for the unexpected.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
