Robert Pitzer

Robert J. Pitzer
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1502 SE US Highway 19

Crystal River, FL 34429-4824

About me

Background

Robert Pitzer is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience.

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

Education

Bachelor of Science in Business Administration with a specialty in Finance
University of Central Florida 1995 1999

Personal Interests

In Robert's spare time, he enjoys fishing, playing pool, and coaching baseball. 

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; 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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