Samia Rizk

Samia Rizk
Premier Team Director

801 Laurel Oak Drive

Naples, FL 34108

About me

Background

Your finances should create opportunities. At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to help empower you on your financial journey.  As a Premier Team Director who has been in the financial services industry since 2001, I help my clients take a comprehensive, strategic approach to financial planning, deliver customized holistic product solutions and engage in active relationship management. My daily goal is to put my clients first, delivering trust through technology and touch.
 
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

BS of Business Administration
American University of Science and Technology

Personal interests

I enjoy traveling with my husband and 3 children, reading and actively volunteering with Junior Achievement and Financial Literacy organizations.

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

Locations

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