Nicolas Barone

Nicolas Barone
Vice President Financial Consultant Truist Investment Services, Inc.

2300 E Colonial Dr

Orlando, FL 32803

Nicolas.Barone@Truist.com

Phone 407-909-6805

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About me

Background

Nicolas Barone is a Financial Consultant and Vice President with Truist Investment Services, Inc., dedicated to helping clients grow, protect, and maximize their wealth.  With over ten years of experience in financial services, he provides strategic guidance in investment management, retirement planning, and long-term financial success. 

Nicolas works closely with each client to create customized financial strategies tailored to their unique goals and lifestyle.  His approach is proactive and results-driven-focusing on identifying opportunities, managing risk, and helping deliver consistent outcomes.

Whether planning for retirement, building an investment portfolio, or navigating complex financial decisions, Nicolas is committed to providing clear guidance and a high level of personalized service every step of the way.

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

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

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