Connie Beerbohm
Premier Banker
301 38th Ave N
Saint Petersburg, FL 33704-1331
About me
Background
Connie Beerbohm is a Premier Banker with 17 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Connie’s daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She seeks to guide clients through their financial journeys with personal advice, exceptional service, and tailored solutions that address their short- and long-term goals for themselves and their families. Partnering with a team of specialists, she consults with each client to help them grow and protect the financial resources they’ve worked hard to build—with both today and retirement in mind. Connie holds her Series 6, 63, 65 securities registrations and Florida 2-15 Life, Health, and Variable Annuity Agent License.Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
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.
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
