Jeffrey Oliverio

Jeffrey Oliverio, CFP®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

Jeffrey.Oliverio@Truist.com

Phone 954-765-7417

Fax 954-779-2915

Get directions

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About me

Background

Jeffrey Oliverio is a financial advisor and CERTIFIED FINANCIAL PLANNER® professional with Truist Wealth. He has over 25 years of financial services, retirement planning, and investment management experience.

He focuses on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement 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

Bachelor of Science, Business Management
Rutgers College, School of Business 1992 1996

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

  • 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

Locations

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