Carl Torchia

Carl Torchia
Premier Banker

2400 SE Federal Hwy

Stuart, FL 34994-4531

About me

Background

Carl Torchia is a Premier Banker with over 30 years of financial services experience, the past four with Truist. When he first meets with clients, he likes to thank them for taking the time to meet with him and asks if he can tell them about who he is. This is part of his and the firm’s larger purpose to inspire and build better lives and communities by helping clients achieve their goals and objectives. He assists clients in following a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions, estate planning, and providing active relationship and risk management. In collaboration with a larger team, Carl learns what’s important to his clients and their families. Every day, he puts them first and builds their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide them through their financial journeys to success, from today to retirement—and beyond.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

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

Education

Bachelor's in Accounting
Iona College

Personal interests

Carl was born in Italy, grew up in New Rochelle, NY, just north of New York City, and has been in the Stuart, FL area for over 25 years. He lives in Port St. Lucie with his wife and probably the best dog in the world, is an avid Miami Hurricanes fan, and loves spending time with friends and family.

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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