Arnelle Filsaime-Johnson

Arnelle Filsaime-Johnson
Financial Advisor Investment Services Group Truist Investment Services, Inc.

5090 N. US Highway 41

Apollo Beach, FL 33572-3504

About me

Background

Arnelle Filsaime-Johnson is a Financial Advisor with Truist Investment Services, Inc. She offers clients more than 16 years of financial services, retirement planning, investment management and risk management experience. 

Arnelle Filsaime-Johnson’s focus is the development and implementation of investment strategies to help clients meet their immediate and future goals. She follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. She also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.

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

Education

Retail Management
Johnson & Wales University 1985 1989

Personal Interests


Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

Accomplishments

Professionals Leadership Spotlight
National Alliance for the Advancement of Haitian 2017
Member of the Year
HANA of Tampa 2019
Committee Chair of The Year Award
National Coalition of 100 Black Women Tampa Bay Area 2020
Committee Chair of The Year Award
National Coalition of 100 Black Women Tampa Bay Area 2021
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