Chandler Altman

Chandler Altman, AAMS®, WMCP™
Premier Banker

4240 W Lake Mary Blvd, Unit 100

Lake Mary, FL 32746

chandler.altman@truist.com

Phone 407-562-0493

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About me

Background

I am a Premier Banker with Truist servicing the Lake Mary, Heathrow, and Sanford area offering over 10 years of experience in the Banking and Wealth Management Industry. As a Premier Banker, I specialize in holistic Financial Planning, active relationship management, and risk management. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while providing an exceptional experience now and into the future.

 

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

University of North Florida

Personal interests

I love to explore local coffee shops and enjoy a great cup of coffee. Outside of work, I am actively involved in music and spend much of my free time at record shops, creating new music, and curating my collection of vinyl and digital albums.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

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

Locations

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