Jackie LaTona
Premier Banker
Premier Banker
1605 Lakewood Ranch Blvd
Bradenton, FL 34211
About me
Background
I am a Premier Banker and Vice President with over 13 years of financial services experience. I help empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. In collaboration with a larger team, I take the time to understand what’s important to my clients and their families, the financial resources they’ve worked hard to build, and then develop a plan to help them toward retirement and beyond. My daily goal is to put my clients first by providing personal advice, exceptional service, and building their trust through high-touch attention, in-depth conversations, and technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Associates in Finance
State College of Florida
Personal interests
I am proud to call Bradenton/Sarasota my home for the last 20 years. In my spare time I enjoy spending quality time with my husband, and our two kids, going to the gym, and volunteering in my community.
Specialties
Premier Financial Planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Premier Banking
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Premier Risk Management
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
