Steve Valeri Email & Phone Number

Managing Director, Financial Advisor at Truist Investment Services, Inc. @ Truist Wealth

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Steve Valeri Location

Tampa, FL, US

Steve Valeri Work

2021 - now Managing Director, Financial Advisor at Truist Investment Services, Inc. @ Truist Wealth
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2016 - 2021 Senior Vice President, Private Financial Advisor @ SunTrust Investment Services, Inc.
2013 - 2016 Financial Advisor and and First Vice President, Investments @ Raymond James and Associates

2008 - 2013 FInancial Advisor and and First Vice President, Investments @ Morgan Keegan
2004 - 2008 Financial Advisor and and First Vice President, Investments @ Wachovia Securities Financial Network
1994 - 2004 Financial Advisor and and Vice President, Investments @ Smith Barney

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Steve Valeri Education

University of South Florida
Bachelor's Degree (Business - Accounting / Finance)
1977 - 1981
Henry B. Plant High School
High School (General)
1972 - 1974

Steve Valeri Skills

Microsoft Excel
Leadership
Portfolio Management

Microsoft Office
Investments
Shopping Centers
Investment Advice
Location Intelligence
Wealth Planning
Dispositions

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Steve Valeri Summary

Steve Valeri, based in Tampa, FL, US, is currently a Managing Director, Financial Advisor at Truist Investment Services, Inc. at Truist Wealth. Steve Valeri brings experience from previous roles at SunTrust Investment Services, Inc., Raymond James and Associates, Morgan Keegan and Wachovia Securities Financial Network. Steve Valeri holds a 1977 - 1981 Bachelor's Degree in Business - Accounting / Finance @ University of South Florida. With a robust skill set that includes Microsoft Excel, Leadership, Portfolio Management, Microsoft Office, Investments and more. Steve Valeri has 1 emails and 1 mobile phone numbers on RocketReach.

Steve Valeri Emails

Found 1 emails

@truist.com

Steve Valeri Phone Numbers

Found 2 phone numbers

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