Nicolas Barone

Nicolas Barone
Financial Consultant Truist Investment Services, Inc.

2300 E Colonial Dr

Orlando, FL 32803-4914

About me

Background

I’m a Financial Consultant and Vice President with Truist Investment Services, Inc., offering clients more than seven years of financial services, retirement planning, and investment management experience.  

I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow 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. I also consult 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 Arts in Accounting
Flagler College 2011

Personal Interests

A native of Albany, NY, I earned a bachelor’s in accounting from Flagler College.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

To
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