Chris Pantano

Chris Pantano
Senior Vice President Regional Managing Director Truist Bank

333 S Garland Ave

17th Floor,

Orlando, FL 32801-3321

Chris.Pantano@Truist.com

Phone 407-237-2407

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About me

Background

Chris Pantano is a Regional Managing Director of Truist Specialty Wealth and leads both our Legal and Medical Specialty Groups for the state for Florida. Chris has 25 years of experience in Wealth Management and banking and nearly 18 years of dedicated experience serving our specialized clients.

He approaches his role with a servant's mindset, coaching and supporting his team so that they're best equipped to address the needs of their clients. He makes sure that his team is consistently up to date on industry trends and client needs for the specialties they support, understanding that our knowledge of the financial lives of attorneys and doctors adds value to our overall relationship and allows our advisors to solve the unique challenges our clients face.

Chris was a member of our heritage SunTrust organization, where he had previous roles as a Wealth Advisor, Specialty Wealth Advisor and Legal Relationship Manager. These experiences allow Chris the opportunity to understand both the personal and commercial parts our business deeply and provide coaching and advice to his team on a broad base of financial needs of each clientele.

Chris holds a BA and MBA from the University of Central Florida and is a proud Knight, as are his wife Connie and his sons, Logan and Alex. The Pantano family reside in Orlando Florida.

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

Education

Master's in Business Administration
University of Central Florida

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

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

Locations

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