Elizabeth Lee Rabbitt-Stephen

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 01/2019
  Commonwealth Financial Network
  Waltham, MA
• 01/2019 → Present
  Suntrust Bank
  Naples, FL
• 01/2019 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 01/2019 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2016-04-12 → 2019-01-14
  Commonwealth Financial Network
  Sarasota, FL
  Sarasota, FL
• 2010-11-12 → 2016-04-06
  Truist Investment Services, Inc.
  Longboat Key, FL
  Sarasota, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-04-29

Other Names

• Elizabeth Rabbitt
• Elizabeth Lee Rabbitt
• Elizabeth L. Rabbitt
• Elizabeth Stephen