Cory Wood

Cory Wood
Premier Banker

401 E Jackson St

Tampa, FL 33602-5202

About me

Background

Your finances should create opportunities. At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to empower you on your financial journey. As a Premier Banker who has been in the financial services industry since 2015, I help my clients  take a comprehensive, strategic approach to financial planning, deliver customized holistic product solutions, engage in active relationship management, and provide estate planning and risk management. My daily goal is to put my clients first, delivering trust through technology and touch.

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 Degree, Business
Middle Tennessee State University

Personal interests

I am a proud husband and father to my wife and two children.  My family and I recently moved to Tampa from Nashville, TN.  In our free time, we like to go to the beach, biking, & play sports.

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

Locations

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