Nicole Keating
Premier Advisor
888 W State Road 436
Altamonte Springs, FL 32714-3006
About me
Background
I am a Premier Advisor with experience in financial services since 2013. I get to know my clients and their families and what’s most important to them, and then I help them take a comprehensive, holistic, and strategic approach to financial planning, while helping to deliver customized solutions and providing active relationship and risk management. My daily goal is to put my clients first, building their trust through high-touch attention, in-depth conversations, and technology. I help to guide clients 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
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
