Shelby Peltier

Shelby Peltier
Premier Banker

8930 Colonial Center Drive

Fort Myers, FL 33905

About me

Background

I am a Premier Banker with Truist servicing the Fort Myers market, offering over 10 years of experience in the banking industry. As a Premier Banker, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations. 

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

Bachelor's
University of Vermont

Personal interests

I was born and raised in Vermont and moved to Florida in 2018 with my husband and our 2 golden retrievers, Charley and Lucy. Outside of work, I enjoy reading and watching auto races in my down time.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions 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

Locations

Loading location info...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}