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Robert Crabtree
Financial Advisor Truist Investment Services, Inc.

6260 Powerline Rd

Fort Lauderdale, FL 33309-2018

About me

Background

I offer clients more than 37 years of financial services, retirement planning, and investment management experience, following a disciplined process of assessing a clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing such financial strategies as: financial planning, investment and risk management, retirement planning, legacy and estate strategies, planning for major purchases, debt management, education and college planning, and regular portfolio rebalancing.

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

Education

A.A.S. Degree in Business Administration
Broward College 2007

Personal Interests

I’m a native of Fort Lauderdale, FL, and earned a degree in business administration from Broward College.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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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