Jill Gartman

Jill Gartman
Premier Banker

3400 S Tamiami Trl

Sarasota, FL 34239-6023

About me

Background

Jill Gartman is a Premier Banker with five 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. Jill’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 and their families through their financial journeys by addressing their short- and long-term goals.

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 in Graphic Design and Marketing
Art Institute of Fort Lauderdale

Personal interests

Jill was born and raised in the Bradenton/Sarasota area. She enjoys spending time with family and friends and playing tennis.

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.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

To
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