Liz Jameson
Premier Banker
5775 Red Bug Lake Rd
Winter Springs, FL 32708-4957
About me
Background
Liz Jameson is a Premier Banker with 22 years of financial services experience at Truist and its predecessor firm. She works with an exceptional team to help clients at every stage of building and transitioning wealth take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Liz’s daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She partners with clients and their families to understand what’s most important to them, the financial resources they’ve accumulated, and how those resources can best support the lifestyle, retirement, and legacy for which they’ve hoped and worked on life’s financial journey.
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
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
