Connie Beerbohm

Connie Beerbohm
Premier Advisor

301 38th Avenue North

Saint Petersburg, FL 33704-1331

Connie.Beerbohm@truist.com

Phone (727) 502-0538

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About me

Background

I am a Premier Advisor with Truist beginning my financial career in 2004.  I help clients take a strategic and comprehensive approach to financial planning. I specialize in helping deliver customized solutions, provide ongoing relationship management and risk oversight.

My focus is on building trusted relationships through personalized guidance, meaningful conversations, and the effective use of technology. I work closely with clients to help develop tailored strategies that address both their immediate needs and long-term financial goals, including retirement planning.

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

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

Personal interests

I reside in downtown St. Petersburg with my husband of 44 years and our dog. In my free time, I enjoy spending time at the beach, cycling, and being with my grandchildren.

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

  • 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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