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Kenneth Rase

Kenneth Rase, CFP®, CPWA®, CEPA
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Rase & Rambo Team of Truist Investment Services, Inc.

Downtown

360 Central Ave,

Suite 1700,

Saint Petersburg, FL 33701-3803

Kenneth.Rase@Truist.com

Phone 727-369-5229

Get directions

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About me

Background

A Tampa Bay native with deep roots in the community, Kenneth Rase has been advising for 23 years. His purpose is to provide a path to help his clients gain financial confidence, lead clients with integrity, access talent, and navigate complexity. He specializes in working with affluent families and individuals that qualify for Truist's Private Client Group. 

As a member of The Rase and Rambo Team of Truist Investment Services, Inc., it is Ken's responsibility to ensure that the team’s high standards for creating a dynamic client experience are met. He holds the CERTIFIED FINANCIAL PLANNER™ designation and he is a Certified Private Wealth Advisor® professional as well as a Certified Exit Planning Advisor® designee. He also holds two bachelor’s degrees from the University of South Florida as well as a Master's Degree from the University of Florida.

At each of his strategy sessions, Ken and his team employs a deep discovery process that allows them to take a lead role alongside their clients to provide personal integrated advice. He then integrates all the pieces of the wealth puzzle to develop a clear picture of each client’s mission. He and his team then establish a close partnership with each client and their families.

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

Education

Master of Science (M.S.)
University of Florida 2004
Bachelor of Arts (B.A.)
University of South Florida 1998
Bachelor of Arts (B.A.)
University of South Florida 1997

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

  • 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.

  • 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

Locations

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