Pryam Leonce

Pryam Leonce
Vice President Financial Consultant Truist Investment Services, Inc.

1751 N Alafaya Trl

Orlando, FL 32826-4713

About me

Background

Pryam Leonce is a Financial Consultant with Truist Investment Services, Inc. offering clients more than 16 years of financial services, retirement planning, and investment management experience. 

He focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. Supported by his team within the Coopersmith Group of Truist Investment Services, Inc., he follows 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. He also consults 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 Science in Finance, Economics
University of Central Florida

Personal Interests

Pryam is a native of St. Croix, U.S. Virgin Islands, and earned his bachelor’s degrees in finance and economics from the University of Central Florida.

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

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