Steve Valeri

Steve Valeri, PPM
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

360 Central Ave

Suite 1700,

Saint Petersburg, FL 33701-3803

About me

Background

Steve Valeri is a Managing Director, Financial Advisor, and founder of the Bayshore Group of Truist Financial Services, Inc. Steve enjoys working with a select group of families to assist them in all aspects of their financial lives. He brings his Clients over 35 years of knowledge and experience in the development, implementations, and monitoring of their financial portfolio to help meet their ever-evolving needs. Steve’s commitment to his clients' is to simplify their financial lives, address their goals, and help generate the necessary income to sustain the lifestyle they are accustom to now and throughout retirement. Lastly, Steve helps to build a legacy for the ones they love and the things they care about.

Steve holds his FINRA Series 7 and 65 securities registrations, Life and Health insurance licenses, and the Preferred Portfolio Manager designation. Steve was approved by Truist Leadership to participate in Truist’s Advise Program, based on a rigorous process to select advisors who articulate a high level of knowledge and experience in their portfolio management philosophy.

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

Education

Bachelor’s Degree
University of South Florida

Personal Interests

As a Native of Tampa, Steve has served his community through the years by his service on several non-profit boards including Champions for Children and The Tampa Bay Business for the Culture and Arts.

In his free time, Steve spends his time with friends and family, dining at Stovall House, golfing at Palma Ceia County Club, and fishing the flats chasing snook, reds, and tarpon. Steve and his family (Wife: Michele; Children: Matt, Kate and Leela; Grand Daughter: Gianna) enjoy heading down to Boca Grande Gasparilla Inn to enjoy Old 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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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    Advisory managed account programs entail risks, including possible loss of principal and may not be suitable for all investors. Please speak to your advisor to request a firm brochure which includes program details, including risks, fees,  and expenses