Truist Wealth / Truist Advisory Services, Inc. (SEC-registered fiduciary Investment Adviser, CRD #283390, SEC File #801-107730, operating alongside Truist Investment Services, Inc., CRD #17499) provides dedicated retirement income and fiduciary portfolio management from its St. Lucie West Boulevard office in Port St. Lucie, Florida. Anchored by Financial Advisor and Chartered Retirement Planning Counselor™ David Jeffrey "Jeff" Banack, CRPC® (CRD #2145432, advising Florida investors since 1991), the practice assists retirees in St. Lucie West, PGA Village, Kings Isle, The Cascades, and Tradition with pre- and post-retirement cash-flow modeling, RMD and Social Security timing, Florida Homestead and multi-state tax transitions, and long-term care asset preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Truist Advisory Services, Inc.); SEC IAPD Individual Profile — David Jeffrey Banack, CRPC® (CRD #2145432); Truist Wealth — D. Jeffrey Banack, CRPC® Port St. Lucie Profile
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-107730; fiduciary investment advisory services offered through Truist Advisory Services, Inc. (CRD #283390) and brokerage services through Truist Investment Services, Inc. (CRD #17499) at 1301 NW St. Lucie West Blvd, Port St. Lucie, FL 34986.
Issuer: College for Financial Planning / SEC / FINRA
Notes: Led by David Jeffrey ('Jeff') Banack, CRPC® (CRD #2145432), holding the Chartered Retirement Planning Counselor™ designation with over 30 years of advisory experience.
Factual details and direct answers about Truist Wealth / Truist Advisory Services — St. Lucie West's services, licensing, and credentials.
What retirement credentials and SEC registrations does Jeff Banack hold in St. Lucie West?
David Jeffrey 'Jeff' Banack (CRD #2145432) holds the Chartered Retirement Planning Counselor™ (CRPC®) designation and serves as an active Investment Adviser Representative with Truist Advisory Services, Inc., an SEC-registered fiduciary Investment Adviser (CRD #283390, SEC File #801-107730).
How does a Chartered Retirement Planning Counselor™ (CRPC®) assist Port St. Lucie seniors?
The CRPC® curriculum focuses specifically on the pre- and post-retirement transition, including creating sustainable retirement paychecks from 401(k) and IRA assets, coordinating Social Security and Medicare enrollment, minimizing taxes on Required Minimum Distributions (RMDs), and planning for long-term care expenses in 55+ communities like Kings Isle, Cascades, and PGA Village.
Where is the Truist Wealth office located in St. Lucie West?
The office is located in the heart of the St. Lucie West commercial corridor at 1301 NW St. Lucie West Boulevard, Port St. Lucie, Florida 34986.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.