Keith Raymond

Keith J. Raymond, AWMA®
Wealth Advisor Truist Bank

400 S. Park Ave.

Suite 200,

Winter Park, FL 32789

About me

Background

Keith Raymond is a Wealth Advisor with Truist Bank with more than 28 years of comprehensive wealth management experience delivering a team approach that brings together professionals 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 help 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.

Locations

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About Our Process

Hi, my name is Keith Raymond. I'm a wealth advisor with Truist. My team and I are headquartered at the Truist Tower in downtown Orlando, Florida. As a third generation banker from a small community in Key West, Florida, I spent my childhood around banking and watched how my family was able to impact so many people within our community. It taught me the importance of trust and listening to truly understand my clients and their goals. I want to be that trusted advisor and resource my clients can rely on for customized financial planning advice tailored specifically to their priorities and values. My team and I work collaboratively with our clients to develop and implement those strategies to help them achieve those goals. Getting the opportunity to listen to clients dreams and partnering with them to help realize those dreams is more than I could have asked for in my 27 year career. When I'm not in the office, you can find me supporting my community as a board member of several organizations on the water with my kids or on the golf course. Every client we work with has a vision. We can't wait to hear yours.

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