Alfred Crake

Alfred Crake
Assistant Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1300 S Babcock St

Melbourne, FL 32901-3067

About me

Background

With more than 30 years of experience in the financial services industry, Al Crake takes an analytical approach to identifying trends and opportunities to offer tailored investment solutions, management strategies, and retirement planning to a diverse client base. His goal is to develop an ongoing relationship based on education and communication, and to provide excellent service in estate planning, insurance, college and retirement planning.

Al can be reached at 321-373-1504 (office) or 772-341-0836 (cell). Clients can also reach out to his Client Service Associate, Kimberly Payne, at 321-354-1857 or emailed at kimberly.payne@truist.com.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science - Commerce and Finance
Wilkes University 1971

Personal Interests

Al has been involved with various organizations, including the Kiwanis Service Clubs, and associated foundations in FL and PA, since 1988 as president and program chair. He was awarded The Kiwanian of the Year in both locations. In addition, Al was previously a board member for the Lyric Theatre of Stuart, FL, and two-term president of the Montgomery County Chamber of Commerce, Jenkintown, PA.

Specialties

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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