Eric Rambo

Eric R. Rambo
Financial Consultant Truist Investment Services, Inc.
The Rase & Rambo Team of Truist Investment Services, Inc.

360 Central Ave

17th Floor,

Saint Petersburg, FL 33701-3803

About me

Background

Eric Rambo is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 15 years of financial services, retirement planning, and investment management experience. 

As part of The Rase & Rambo Team of Truist Investment Services, Inc. Eric helps manage and nurture the client relationship. His focus is developing and executing the team's standards of service and overall experience. He is responsible for developing and executing the new client on-boarding process, creation of a client communication schedules and consults in the development of clients’ financial plans. He also consults on risk management, retirement planning, and other critical financial strategies.

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

Education

Bachelor of Arts
University of South Florida

Personal Interests

Eric is a native of Riverview, FL and is a graduate of The University of South 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

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

  • 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

  • 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

To
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