Shari Bartz

Shari Bartz, CTFA
Wealth Advisor Truist Bank

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

About me

Background

I’m a Wealth Advisor with Truist Wealth, offering clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. I'm also designated as a Certified Trust and Financial Advisor.

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

Education

B.S.
University of South Florida

Personal Interests

I’m a native of Fort Myers, FL, with a number of community affiliations: Leadership Orlando, Central Florida Estate Planning Council (Council 101), and the Orlando Museum of Art (trustee). 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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