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Bonnie R

Series 63, Series 65

Bradenton, FL

Truist Advisory Services

Bonnie Raney is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and has held roles at SunTrust Bank and SunTrust Investment Services for over two decades. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm leverages a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering a range of fiduciary and discretionary solutions through platforms like Envestnet and Envestnet Retirement Solutions.

Retired
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Anthony K

Series 63, Series 66

Bradenton, FL

Truist Advisory Services

Anthony Krane is a financial advisor with Truist Advisory Services in Bradenton, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes positions at Truist Investment Services, LPL Financial, Raymond James, E*TRADE, and Charles Schwab. Outside of his advisory work, he provides personal shopping and delivery services through Shipt. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI tools to support asset allocation and manager selection, providing ongoing client reviews and reporting.

Retired
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