Celeste Byers, Lief Johnson, Cary Lipman, Dan Bosinger, Ted Peters and Mary Kramer
For many years, families have counted on SunTrust Private Wealth Management in Brevard County and across the Southeast to help manage, protect, and transfer their legacies. Those relationships have been built through SunTrust’s track record of crafting personalized plans and devoting a local team of experienced professionals to serve the needs of each individual client and their families.
In Brevard County, the SunTrust Private Wealth Management team is led by Lief Johnson, CFP as the local Client Advisor, Dan Bosinger, CFP as the Medical Client Advisor, and Cary Lipman, CRPC as the Private Financial Advisor. Johnson, Bosinger, and Lipman coordinate experts in areas of financial planning, business and commercial banking, investments, estate and fiduciary services, personal banking and lending, insurance, mortgage and several others. The team approach ensures that clients are known, understood, and that advice is customized for that specific client’s scenario.
The SunTrust Private Wealth Management team in Brevard County welcomes the opportunity to share their story personally and offer consultations to determine if they can be of assistance to you and your family. If you would like to set an appointment, or make further inquiry, please contact Client Servicing Specialist Mary Kramer at (321) 426-9662.
Lief Johnson, Dan Bosinger and Cary Lipman are Registered Representatives of SunTrust Investment Services, Inc. SunTrust is a federally registered service mark of SunTrust Banks, Inc.
Investment and Insurance Products are not FDIC or any other Government Agency Insured, are not bank guaranteed and may lose value.
8226 N. Wickham Rd., Suite 200 • Melbourne, FL 32940
(321) 426-9662 • suntrust.com/WealthManagement
SunTrust Private Wealth Management is a marketing name used by SunTrust Banks, Inc. and the following affiliates: Banking and trust products and services, including investment advisory products and services, are provided by SunTrust Bank. Securities, insurance (including annuities) and other investment products and services are offered by SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, member FINRA, SIPC, and a licensed insurance agency.