Rolando Martinez
Premier Banker
2305 Edgewater Dr
Suite A,
Orlando, FL 32804-5300
About me
Background
Rolando Martinez is a Premier Banker and Vice President with 16 years of financial services experience, over seven with Truist. Making a significant difference in people’s lives—including his clients, teammates, and the communities in which they work and live—is what led him to both premier banking and Truist. He 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, he takes the time to understand what’s important to his clients and their families and then develops a plan to help them toward retirement and beyond. Rolando’s daily goal is to put his clients first, 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
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
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
