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Keith Raymond

Keith J. Raymond, AWMA®
Wealth Advisor Truist Bank

333 S Garland Ave

17th Floor,

Orlando, FL 32801-3321

Keith.Raymond@Truist.com

Phone 407-277-3513

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About me

Background

Keith Raymond is a Wealth Advisor with Truist Investment Services, Inc. with more than 28 years of comprehensive wealth management experience delivering a team approach that brings together specialists in investments, financial planning, credit, estate planning and business transition. 

Keith's focus is on recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but his highly attentive service and orchestration of resources. His approach is extremely personal, taking the time to talk, listen and understand the critical aspects of his clients’ lives so that he can thoroughly assess their objectives and partner with them to develop a plan specifically designed for their needs.  

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

Bachelors of Arts International Finance
Florida State University 1988 1992

Personal Interests

A native of Florida, Keith was born and raised in Key West, graduated from Florida State University and is passionate about making his community a better place. He's previously held several board and committee positions throughout his career; including several chambers of commerce and county leadership roles, as well as the Seminole State College Foundation Board and Lake Mary Rotary Club. In his free time, Keith enjoys boating and is an avid golfer. 

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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