Christopher Nardi

Christopher Nardi
Wealth Advisor Truist Bank

Landmark Building

401 E Jackson St,

20th Floor,

Tampa, FL 33602-5209

About me

Background

A Wealth Advisor with Truist, Chris Nardi offers his clients more than 13 years of financial services and retirement planning experience. Throughout his career, he has assisted individuals and business owners alike, in striving to address their various financial goals and aspirations. Chris has been a member of Truist’s Wealth Division since 2012 and is proud to call Tampa Bay home.

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

Finance and International Business
University of Maryland 2008 2011

Personal Interests

Originally from New Jersey, Chris graduated from the University of Maryland with a dual degree in finance and international business. He is active in the greater Tampa Bay community, where he currently serves on two non-profit boards: The Children’s Dream Fund and Leadership Tampa Bay. In his spare time, Chris enjoys cycling, golfing and staying active with his wife Mariel.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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.

Accomplishments

Sterling Performance Award
BB&T now Truist 2016
Sterling Performance Award
BB&T now Truist 2018
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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