The Faren-Oliverio Group of Truist Investment Services, Inc. The Faren-Oliverio Group of Truist Investment Services, Inc.

The Faren-Oliverio Group of Truist Investment Services, Inc.

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

Faren-OliverioGroup@truist.com

Phone 954-765-7416

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Who we are

Arthur Faren is a Managing Director, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and Personal Financial Specialist (PFS) with Truist Investment Services, Inc., offering
clients more than 43 years of financial services experience. He earned a bachelor’s in accounting from FSU.

Jeffrey Oliverio is a Vice President, Financial Advisor, and CERTIFIED FINANCIAL PLANNER™ (CFP®)
professional with Truist Investment Services, Inc., offering clients more than 23 years of financial services experience. He’s a graduate of the Rutgers University School of Business.

Sasha Lauzon is a Financial Consultant, and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Investment Services, Inc., offering clients more than 22 years of financial services experience. A native of Vancouver, British Columbia, Canada, she’s a graduate of the Florida Atlantic University School of Business.

Check the background of this investment professional on FINRA's BrokerCheck

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

  • 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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