Katia Pecci
Premier Banker
1200 Weston Rd
Weston, FL 33326-1916
About me
Background
Katia Pecci is a Premier Banker and vice president with 25 years of financial services experience. She helps 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, she takes the time to understand what’s important to her clients and their families, the financial resources they’ve worked hard to build, and then develops a plan to help them toward retirement and beyond. Katia’s daily goal is to put her 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
Education
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.
Wills, trust, wealth transfer, estate administration and settlement, and more
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
