Naomi Tanabe

Naomi Tanabe
Director Financial Advisor Truist Investment Services, Inc.

4 Greenwich Office Park

Greenwich, CT 06831

Naomi.tanabe@truist.com

Phone 203-769-2724

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About me

Background

Naomi Tanabe is a Financial Advisor and Director with Truist Investment Services Inc.. She offers clients more than 26 years of comprehensive wealth management experience.

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

Education

Bachelor’s Degree Psychology
Sacred Heart University

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

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