Robert Nejman

Robert Nejman , AWMA®, CFP®, CRPC®, PPM
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Knights Avenue Group of Truist Investment Services, Inc.

444 E Michigan Street

Orlando, FL 32806-4542

Robert.Nejman@Truist.com

Phone 407-242-0970

Fax 407-423-1132

Get directions

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About me

Background

Robert Nejman is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 22 years of financial services, retirement planning, and investment management experience. Having earned the CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor® (CRPC®) designations, his focus is on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. 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. Robert 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

University of Central Florida 2002

Personal Interests

Robert and his family live in Central Florida and enjoy an active lifestyle including golfing, boating, fishing and various other outdoor activities.

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

Accomplishments

Platinum Performance Excellence Award*
Truist 2021 Internal
Platinum Performance Excellence Award*
Truist 2022 Internal
*The Truist Purpose to Performance Award is awarded internally to Truist teammates to formally recognize the exceptional contributions of teammates who deliver breakthrough performance beyond the expected scope of their role.

Locations

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    The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

     

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